Kowal Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$242,005
-3.7%
3,3500.0%0.06%
-3.0%
Q2 2023$251,251
+5.1%
3,350
+0.2%
0.07%
-1.5%
Q1 2023$239,064
+5.0%
3,343
+0.2%
0.07%0.0%
Q4 2022$227,756
+8.5%
3,335
+0.1%
0.07%
-4.2%
Q3 2022$210,000
-0.5%
3,331
+0.5%
0.07%
+2.9%
Q2 2022$211,000
-17.3%
3,313
+0.2%
0.07%
-11.5%
Q1 2022$255,000
-9.3%
3,305
+0.2%
0.08%
-6.0%
Q4 2021$281,000
+19.6%
3,299
+11.4%
0.08%
+12.2%
Q3 2021$235,000
-1.7%
2,962
+0.1%
0.07%
-14.0%
Q2 2021$239,000
+3.0%
2,958
+0.1%
0.09%
-8.5%
Q1 2021$232,000
+2.2%
2,955
+0.1%
0.09%
-10.5%
Q4 2020$227,0002,9510.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders