Kathleen S. Wright Associates Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 782 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$73,308
-3.4%
8320.0%0.03%
-5.6%
Q1 2024$75,920
+15.2%
8320.0%0.04%
+5.9%
Q4 2023$65,911
+9.7%
8320.0%0.03%0.0%
Q3 2023$60,104
-3.7%
8320.0%0.03%
-15.0%
Q2 2023$62,400
+4.9%
8320.0%0.04%
+2.6%
Q1 2023$59,496
+4.4%
8320.0%0.04%0.0%
Q4 2022$57,000
-44.7%
832
-49.0%
0.04%
-53.6%
Q3 2022$103,000
+7.3%
1,632
+7.9%
0.08%
+3.7%
Q2 2022$96,000
-17.9%
1,5120.0%0.08%
-4.7%
Q1 2022$117,000
+64.8%
1,512
+81.7%
0.08%
+63.5%
Q4 2021$71,0008320.05%
Other shareholders
ISHARES TR shareholders Q4 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