Sutton Wealth Advisors Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 561 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sutton Wealth Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,097
-3.7%
4720.0%0.02%0.0%
Q2 2023$35,400
+4.9%
4720.0%0.02%
-5.6%
Q1 2023$33,753
+4.7%
4720.0%0.02%
+50.0%
Q4 2022$32,238
+8.4%
4720.0%0.01%0.0%
Q3 2022$29,745
-1.1%
4720.0%0.01%0.0%
Q2 2022$30,081
-17.5%
4720.0%0.01%
-7.7%
Q1 2022$36,471
-9.4%
4720.0%0.01%0.0%
Q4 2021$40,243
+7.7%
4720.0%0.01%
-7.1%
Q3 2021$37,378
-2.1%
4720.0%0.01%0.0%
Q2 2021$38,199
+3.3%
4720.0%0.01%
-6.7%
Q1 2021$36,991
+8.5%
4720.0%0.02%
+7.1%
Q4 2020$34,088
+20.8%
472
+300.0%
0.01%0.0%
Q3 2020$28,223
+6.8%
1180.0%0.01%0.0%
Q2 2020$26,434
+25.5%
1180.0%0.01%
+7.7%
Q1 2020$21,058
-25.1%
1180.0%0.01%
-7.1%
Q4 2019$28,097
+6.4%
1180.0%0.01%
-6.7%
Q3 2019$26,415
-1.1%
1180.0%0.02%0.0%
Q2 2019$26,700
+3.3%
1180.0%0.02%0.0%
Q1 2019$25,854
+14.6%
1180.0%0.02%0.0%
Q4 2018$22,565
-17.9%
1180.0%0.02%
-16.7%
Q3 2018$27,487
+47.3%
118
+42.2%
0.02%
+38.5%
Q2 2018$18,657
+3.0%
830.0%0.01%0.0%
Q1 2018$18,121
+1.2%
830.0%0.01%0.0%
Q4 2017$17,914
+6.7%
830.0%0.01%0.0%
Q3 2017$16,796
+2.9%
830.0%0.01%0.0%
Q2 2017$16,319
+3.0%
830.0%0.01%0.0%
Q1 2017$15,846
+4.8%
830.0%0.01%
-7.1%
Q4 2016$15,123
+4.3%
830.0%0.01%
+7.7%
Q3 2016$14,503
+3.3%
830.0%0.01%0.0%
Q2 2016$14,036
+4.0%
830.0%0.01%0.0%
Q1 2016$13,497830.01%
Other shareholders
ISHARES TR shareholders Q2 2020
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