Bromfield Sneider Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bromfield Sneider Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$236,389
+9.7%
2,9840.0%0.16%
-1.2%
Q3 2023$215,561
-3.7%
2,9840.0%0.16%
-9.0%
Q2 2023$223,797
+4.9%
2,9840.0%0.18%
-1.1%
Q1 2023$213,383
+4.7%
2,9840.0%0.18%
-4.8%
Q4 2022$203,804
+8.4%
2,9840.0%0.19%
-14.9%
Q3 2022$188,000
-1.1%
2,9840.0%0.22%
-3.9%
Q2 2022$190,000
-17.7%
2,9840.0%0.23%
-4.9%
Q1 2022$231,000
-9.1%
2,9840.0%0.24%
-6.2%
Q4 2021$254,0002,9840.26%
Other shareholders
ISHARES TR shareholders Q3 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