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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
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