EVERETT HARRIS & CO /CA/ - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,719
-7.0%
7,1360.0%0.01%
-14.3%
Q2 2023$443,758
+14.4%
7,1360.0%0.01%
+16.7%
Q1 2023$387,887
+21.2%
7,1360.0%0.01%0.0%
Q4 2022$320,000
-15.1%
7,136
-20.1%
0.01%
-14.3%
Q3 2022$377,000
-7.6%
8,9360.0%0.01%0.0%
Q2 2022$408,000
-21.2%
8,9360.0%0.01%0.0%
Q1 2022$518,000
-7.5%
8,936
+2.8%
0.01%
-12.5%
Q4 2021$560,000
+13.8%
8,6900.0%0.01%0.0%
Q3 2021$492,000
+0.6%
8,690
+500.1%
0.01%0.0%
Q2 2021$489,000
+9.6%
1,4480.0%0.01%0.0%
Q1 2021$446,000
+2.5%
1,4480.0%0.01%0.0%
Q4 2020$435,000
+13.9%
1,4480.0%0.01%
+14.3%
Q3 2020$382,000
+7.9%
1,448
-3.5%
0.01%
-12.5%
Q2 2020$354,000
+29.2%
1,5010.0%0.01%
+14.3%
Q1 2020$274,000
-34.9%
1,501
-25.0%
0.01%
-30.0%
Q4 2019$421,000
+13.8%
2,0010.0%0.01%
+11.1%
Q3 2019$370,000
+3.1%
2,0010.0%0.01%0.0%
Q2 2019$359,000
+5.0%
2,0010.0%0.01%0.0%
Q1 2019$342,000
+18.8%
2,0010.0%0.01%
+12.5%
Q4 2018$288,000
-17.7%
2,0010.0%0.01%
-11.1%
Q3 2018$350,000
+6.4%
2,0010.0%0.01%0.0%
Q2 2018$329,000
+3.8%
2,0010.0%0.01%0.0%
Q1 2018$317,000
+2.9%
2,0010.0%0.01%0.0%
Q4 2017$308,000
+8.1%
2,0010.0%0.01%0.0%
Q3 2017$285,000
+8.8%
2,0010.0%0.01%
+12.5%
Q2 2017$262,000
+5.2%
2,0010.0%0.01%0.0%
Q1 2017$249,000
+13.2%
2,0010.0%0.01%0.0%
Q4 2016$220,000
-0.9%
2,0010.0%0.01%0.0%
Q3 2016$222,000
+1.4%
2,001
-11.1%
0.01%0.0%
Q2 2016$219,000
-2.7%
2,2510.0%0.01%0.0%
Q1 2016$225,000
+0.4%
2,251
-2.2%
0.01%0.0%
Q4 2015$224,000
+8.2%
2,3010.0%0.01%0.0%
Q3 2015$207,000
-5.9%
2,3010.0%0.01%0.0%
Q2 2015$220,000
-1.3%
2,3010.0%0.01%0.0%
Q1 2015$223,000
+2.3%
2,3010.0%0.01%
+14.3%
Q4 2014$218,000
+3.3%
2,3010.0%0.01%
-12.5%
Q3 2014$211,000
+2.9%
2,3010.0%0.01%0.0%
Q2 2014$205,000
+2.5%
2,301
-4.2%
0.01%
+14.3%
Q4 2013$200,0002,4010.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
B, B, H, & B INC. 107,809$6,942,0005.79%
Goodwin Investment Advisory 79,083$5,099,0003.82%
OmniStar Financial Group, Inc. 47,931$3,086,0003.16%
MA Private Wealth 266,644$17,169,0003.08%
ONE Advisory Partners, LLC 78,450$5,051,0002.88%
HawsGoodwin Investment Management LLC 146,314$9,421,0002.74%
Keystone Financial Services 78,003$5,022,0002.58%
4J Wealth Management LLC 47,459$3,056,0002.57%
Outlook Wealth Advisors, LLC 131,574$8,472,0002.49%
PATTEN & PATTEN INC/TN 557,157$35,875,0002.48%
View complete list of ISHARES TR shareholders