Newbridge Financial Services Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$30,357
+5.1%
405
+0.2%
0.02%0.0%
Q1 2023$28,878
+5.0%
404
+0.2%
0.02%
-6.2%
Q4 2022$27,505
+10.0%
403
+0.2%
0.02%
+6.7%
Q3 2022$25,000
+400.0%
402
+474.3%
0.02%
+650.0%
Q1 2022$5,000
-84.4%
70
-83.0%
0.00%
-91.7%
Q1 2021$32,000
+6.7%
4120.0%0.02%
-4.0%
Q4 2020$30,000
+20.0%
412
+300.0%
0.02%0.0%
Q3 2020$25,0001030.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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