Stephens Consulting, LLC - 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
Stephens Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,825
-3.7%
1360.0%0.00%0.0%
Q2 2023$10,200
+4.9%
1360.0%0.00%
-33.3%
Q1 2023$9,726
+4.7%
1360.0%0.01%0.0%
Q4 2022$9,289
+8.4%
1360.0%0.01%
-25.0%
Q3 2022$8,571
-1.1%
1360.0%0.01%
+14.3%
Q2 2022$8,667
-17.5%
1360.0%0.01%
-22.2%
Q1 2022$10,509
-9.4%
1360.0%0.01%
-10.0%
Q4 2021$11,5951360.01%
Other shareholders
ISHARES TR shareholders Q4 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