WELCH & FORBES LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$663,525
-3.7%
9,1850.0%0.01%0.0%
Q2 2023$688,875
+0.8%
9,185
-3.9%
0.01%
-8.3%
Q1 2023$683,277
+4.7%
9,5550.0%0.01%0.0%
Q4 2022$652,607
+8.4%
9,5550.0%0.01%0.0%
Q3 2022$602,000
+30.3%
9,555
+31.9%
0.01%
+50.0%
Q2 2022$462,000
-17.1%
7,246
+0.6%
0.01%
-11.1%
Q1 2022$557,000
-9.3%
7,2000.0%0.01%0.0%
Q4 2021$614,000
+7.5%
7,2000.0%0.01%0.0%
Q3 2021$571,000
-2.1%
7,2000.0%0.01%
-10.0%
Q2 2021$583,000
+30.4%
7,200
+26.3%
0.01%
+25.0%
Q1 2021$447,000
+8.8%
5,7000.0%0.01%0.0%
Q4 2020$411,000
+7.0%
5,700
+255.1%
0.01%0.0%
Q3 2020$384,000
-11.3%
1,605
-17.1%
0.01%
-20.0%
Q2 2020$433,000
+25.5%
1,9350.0%0.01%0.0%
Q1 2020$345,000
+22.3%
1,935
+63.3%
0.01%
+66.7%
Q4 2019$282,000
+9.7%
1,185
+3.0%
0.01%0.0%
Q3 2019$257,000
-1.2%
1,1500.0%0.01%0.0%
Q2 2019$260,000
+7.9%
1,150
+4.5%
0.01%0.0%
Q1 2019$241,000
+14.8%
1,1000.0%0.01%0.0%
Q4 2018$210,000
-18.0%
1,1000.0%0.01%0.0%
Q3 2018$256,000
+3.6%
1,1000.0%0.01%0.0%
Q2 2018$247,000
+2.9%
1,1000.0%0.01%0.0%
Q1 2018$240,000
-2.8%
1,100
-3.5%
0.01%
-14.3%
Q4 2017$247,000
+7.4%
1,1400.0%0.01%
+16.7%
Q3 2017$230,000
+2.2%
1,1400.0%0.01%0.0%
Q2 2017$225,000
+3.2%
1,1400.0%0.01%0.0%
Q1 2017$218,000
+5.3%
1,1400.0%0.01%0.0%
Q4 2016$207,000
+3.5%
1,1400.0%0.01%
-14.3%
Q3 2016$200,0001,1400.01%
Other shareholders
ISHARES TR shareholders Q2 2018
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