MATRIX PRIVATE CAPITAL GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,600
-3.3%
1600.0%0.01%0.0%
Q2 2023$12,000
+4.9%
1600.0%0.01%
+12.5%
Q1 2023$11,442
+4.7%
1600.0%0.01%
+14.3%
Q4 2022$10,928
+9.3%
1600.0%0.01%0.0%
Q3 2022$10,0000.0%1600.0%0.01%
+16.7%
Q2 2022$10,000
-16.7%
1600.0%0.01%0.0%
Q1 2022$12,000
-14.3%
1600.0%0.01%
-14.3%
Q4 2021$14,000
+7.7%
1600.0%0.01%0.0%
Q3 2021$13,0000.0%1600.0%0.01%0.0%
Q2 2021$13,0000.0%1600.0%0.01%
-12.5%
Q1 2021$13,000
+8.3%
1600.0%0.01%
-11.1%
Q4 2020$12,000
+20.0%
160
+300.0%
0.01%
-10.0%
Q3 2020$10,000
+11.1%
400.0%0.01%0.0%
Q2 2020$9,000
+80.0%
40
+48.1%
0.01%
+42.9%
Q1 2020$5,000
-16.7%
270.0%0.01%
+16.7%
Q4 2019$6,000270.01%
Other shareholders
ISHARES TR shareholders Q1 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