Bromfield Sneider Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 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 Q4 2022
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