SIGMA INVESTMENT COUNSELORS INC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 413 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGMA INVESTMENT COUNSELORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$491,308
-3.7%
6,8010.0%0.04%0.0%
Q2 2023$510,079
+4.9%
6,801
+0.1%
0.04%
-2.6%
Q1 2023$486,083
+4.8%
6,797
+0.1%
0.04%0.0%
Q4 2022$463,962
+8.4%
6,7930.0%0.04%
+5.6%
Q3 2022$428,000
-1.2%
6,7930.0%0.04%
+2.9%
Q2 2022$433,000
+8.0%
6,793
+30.8%
0.04%
+20.7%
Q1 2022$401,000
+6.4%
5,193
+17.5%
0.03%
+11.5%
Q4 2021$377,000
-11.1%
4,418
-17.5%
0.03%
-16.1%
Q3 2021$424,000
-4.1%
5,358
-1.8%
0.03%
-6.1%
Q2 2021$442,000
+0.7%
5,458
-2.7%
0.03%
-8.3%
Q1 2021$439,000
-2.0%
5,608
-9.7%
0.04%
-7.7%
Q4 2020$448,000
+13.7%
6,208
+253.3%
0.04%
-7.1%
Q2 2020$394,000
+25.5%
1,7570.0%0.04%
+5.0%
Q1 2020$314,000
-26.8%
1,757
-2.5%
0.04%
-11.1%
Q4 2019$429,000
+23.6%
1,802
+16.1%
0.04%
+15.4%
Q3 2019$347,000
+3.0%
1,552
+4.2%
0.04%
-2.5%
Q2 2019$337,000
-2.6%
1,490
-5.7%
0.04%
-4.8%
Q1 2019$346,000
+14.6%
1,5800.0%0.04%0.0%
Q4 2018$302,000
-17.9%
1,5800.0%0.04%
-8.7%
Q3 2018$368,000
+3.7%
1,5800.0%0.05%
-2.1%
Q2 2018$355,000
-4.8%
1,580
-7.6%
0.05%
-7.8%
Q1 2018$373,000
+1.1%
1,7100.0%0.05%
+2.0%
Q4 2017$369,000
+6.6%
1,7100.0%0.05%
+2.0%
Q3 2017$346,000
+4.8%
1,710
+1.8%
0.05%
-3.9%
Q2 2017$330,000
+2.8%
1,6800.0%0.05%0.0%
Q1 2017$321,000
+4.9%
1,6800.0%0.05%
+4.1%
Q4 2016$306,000
+4.1%
1,6800.0%0.05%0.0%
Q3 2016$294,000
-3.3%
1,680
-6.7%
0.05%
-5.8%
Q2 2016$304,000
+3.8%
1,8000.0%0.05%0.0%
Q1 2016$293,000
+15.4%
1,800
+14.3%
0.05%
+10.6%
Q4 2015$254,000
+2.8%
1,5750.0%0.05%
-2.1%
Q3 2015$247,000
-7.5%
1,5750.0%0.05%
-4.0%
Q2 2015$267,000
-1.1%
1,5750.0%0.05%
-2.0%
Q1 2015$270,000
+7.6%
1,5750.0%0.05%
+6.2%
Q4 2014$251,000
+5.0%
1,5750.0%0.05%
+4.3%
Q3 2014$239,000
-3.2%
1,5750.0%0.05%
-4.2%
Q2 2014$247,000
-13.9%
1,575
-16.0%
0.05%
-17.2%
Q1 2014$287,000
+1.8%
1,8750.0%0.06%
-4.9%
Q4 2013$282,000
+4.1%
1,875
-3.6%
0.06%
-3.2%
Q3 2013$271,000
-1.5%
1,945
-8.9%
0.06%
-12.5%
Q2 2013$275,0002,1350.07%
Other shareholders
ISHARES TR shareholders Q3 2017
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