TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,959
-18.6%
830
-15.5%
0.03%
-14.3%
Q2 2023$73,650
+4.9%
9820.0%0.04%
-2.8%
Q1 2023$70,223
+4.7%
9820.0%0.04%
+5.9%
Q4 2022$67,071
+8.2%
9820.0%0.03%
-2.9%
Q3 2022$62,000
-1.6%
9820.0%0.04%
+6.1%
Q2 2022$63,000
-17.1%
9820.0%0.03%
-10.8%
Q1 2022$76,000
-9.5%
9820.0%0.04%
-7.5%
Q4 2021$84,000
+7.7%
9820.0%0.04%
-2.4%
Q3 2021$78,000
+550.0%
982
+546.1%
0.04%
+485.7%
Q2 2021$12,0000.0%1520.0%0.01%0.0%
Q1 2021$12,000
+9.1%
1520.0%0.01%0.0%
Q4 2020$11,000
+22.2%
152
+300.0%
0.01%0.0%
Q3 2020$9,0000.0%380.0%0.01%0.0%
Q2 2020$9,000
+28.6%
380.0%0.01%0.0%
Q1 2020$7,000
-22.2%
380.0%0.01%0.0%
Q4 2019$9,000380.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders