Bromfield Sneider Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 709 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
Bromfield Sneider Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$272,286
+15.2%
2,9840.0%0.17%
+5.0%
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 Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders