COBBLESTONE CAPITAL ADVISORS LLC /NY/ - 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$440,303
+5.4%
6,095
+9.4%
0.03%
+10.0%
Q2 2023$417,750
-15.2%
5,570
-19.1%
0.03%
-18.9%
Q1 2023$492,347
+4.7%
6,8850.0%0.04%
+2.8%
Q4 2022$470,246
+8.4%
6,8850.0%0.04%0.0%
Q3 2022$434,000
-8.8%
6,885
-7.8%
0.04%0.0%
Q2 2022$476,000
-17.5%
7,4700.0%0.04%
-7.7%
Q1 2022$577,000
-9.4%
7,4700.0%0.04%
-4.9%
Q4 2021$637,000
+9.6%
7,470
+1.8%
0.04%
+2.5%
Q3 2021$581,000
-2.2%
7,3400.0%0.04%0.0%
Q2 2021$594,000
+3.3%
7,3400.0%0.04%
-4.8%
Q1 2021$575,000
-4.8%
7,340
-12.2%
0.04%
-10.6%
Q4 2020$604,000
+20.8%
8,360
+300.0%
0.05%
+9.3%
Q3 2020$500,000
+6.8%
2,0900.0%0.04%
+2.4%
Q2 2020$468,000
+22.5%
2,090
-2.3%
0.04%
+2.4%
Q1 2020$382,000
-10.5%
2,140
+19.2%
0.04%
+5.1%
Q4 2019$427,000
+6.2%
1,7950.0%0.04%
-2.5%
Q3 2019$402,000
+10.1%
1,795
+11.1%
0.04%
+21.2%
Q2 2019$365,000
+3.1%
1,6150.0%0.03%0.0%
Q1 2019$354,000
+14.6%
1,6150.0%0.03%
+3.1%
Q4 2018$309,000
-17.8%
1,6150.0%0.03%
-8.6%
Q3 2018$376,000
+20.9%
1,615
+16.6%
0.04%
+12.9%
Q2 2018$311,000
+3.0%
1,3850.0%0.03%0.0%
Q1 2018$302,000
-5.9%
1,385
-6.7%
0.03%
-3.1%
Q4 2017$321,000
-1.5%
1,485
-7.8%
0.03%
-20.0%
Q3 2017$326,000
-9.2%
1,610
-11.8%
0.04%
-14.9%
Q2 2017$359,000
+3.2%
1,8250.0%0.05%
+2.2%
Q1 2017$348,000
+4.5%
1,8250.0%0.05%0.0%
Q4 2016$333,000
+49.3%
1,825
+43.1%
0.05%
+43.8%
Q3 2016$223,000
+3.2%
1,2750.0%0.03%
+3.2%
Q2 2016$216,000
+4.3%
1,2750.0%0.03%
+3.3%
Q1 2016$207,0001,2750.03%
Other shareholders
ISHARES TR shareholders Q2 2020
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