TAGStone Capital, 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
TAGStone Capital, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,148
-6.7%
15,834
-3.5%
0.84%
-5.0%
Q2 2023$1,231
+0.3%
16,415
-4.4%
0.89%
-3.3%
Q1 2023$1,227
+4.7%
17,165
+0.0%
0.92%
-5.1%
Q4 2022$1,172
-99.9%
17,162
-1.9%
0.97%
-5.6%
Q3 2022$1,103,000
+1.4%
17,503
+2.5%
1.02%
-1.3%
Q2 2022$1,088,000
-18.0%
17,079
-0.6%
1.04%
-7.3%
Q1 2022$1,327,000
-10.5%
17,175
-1.2%
1.12%
-9.2%
Q4 2021$1,482,00017,3861.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders