SMITH SHELLNUT WILSON LLC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
SMITH SHELLNUT WILSON LLC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,585,280
-4.8%
35,787
-1.2%
1.58%
+3.3%
Q2 2023$2,716,453
+4.0%
36,219
-0.9%
1.53%
-3.5%
Q1 2023$2,612,442
+4.7%
36,533
-0.0%
1.59%
+3.0%
Q4 2022$2,495,773
+5.9%
36,541
-2.2%
1.54%
-1.6%
Q3 2022$2,356,000
-4.0%
37,378
-2.9%
1.57%
+3.1%
Q2 2022$2,453,000
-18.8%
38,487
-1.5%
1.52%
-3.9%
Q1 2022$3,020,000
-16.5%
39,084
-7.8%
1.58%
-11.7%
Q4 2021$3,616,000
+9.1%
42,411
+1.4%
1.79%
-6.6%
Q3 2021$3,314,000
-10.0%
41,845
-8.0%
1.92%
-10.5%
Q2 2021$3,681,000
+2.8%
45,489
-0.4%
2.14%
-2.0%
Q1 2021$3,579,000
+2.7%
45,669
-5.4%
2.18%
+5.1%
Q4 2020$3,485,000
-71.9%
48,260
+1527.7%
2.08%
-55.1%
Q3 2020$12,396,000
+341.6%
2,965
-76.3%
4.63%
+130.3%
Q2 2020$2,807,000
+25.2%
12,532
-0.2%
2.01%
+7.0%
Q1 2020$2,242,000
-24.7%
12,562
+0.4%
1.88%
-5.3%
Q4 2019$2,978,000
+6.9%
12,506
+0.5%
1.98%
-3.8%
Q3 2019$2,785,000
-1.0%
12,441
+0.1%
2.06%
-2.3%
Q2 2019$2,812,000
+4.1%
12,426
+0.8%
2.11%
-1.2%
Q1 2019$2,700,00012,3252.14%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders