Willis Johnson & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Willis Johnson & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,134,813
-0.5%
583,262
+3.3%
4.32%
-4.3%
Q2 2023$42,331,330
+8.1%
564,418
+3.1%
4.51%
-2.9%
Q1 2023$39,159,601
+8.8%
547,610
+4.0%
4.65%
-1.0%
Q4 2022$35,978,593
+13.9%
526,773
+5.1%
4.69%
+2.0%
Q3 2022$31,579,000
-1.2%
501,093
-0.1%
4.60%
+3.2%
Q2 2022$31,968,000
-15.2%
501,624
+2.9%
4.46%
-9.8%
Q1 2022$37,682,000
-4.8%
487,665
+5.0%
4.94%
-3.2%
Q4 2021$39,592,000
+10.6%
464,373
+2.7%
5.11%
+2.7%
Q3 2021$35,812,000
+0.5%
452,225
+2.7%
4.98%
-1.4%
Q2 2021$35,649,000
+6.3%
440,494
+2.9%
5.05%
-1.7%
Q1 2021$33,540,000
+9.4%
427,973
+0.8%
5.14%
+0.4%
Q4 2020$30,662,000424,5605.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders