DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 330 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$206,000
-1.4%
3,2760.0%0.01%0.0%
Q2 2022$209,000
-17.4%
3,2760.0%0.01%
-9.1%
Q1 2022$253,000
-9.3%
3,2760.0%0.01%
-15.4%
Q4 2021$279,000
+7.7%
3,2760.0%0.01%
-7.1%
Q3 2021$259,000
-9.1%
3,276
-6.8%
0.01%
-12.5%
Q2 2021$285,000
-7.2%
3,516
-10.1%
0.02%
-23.8%
Q1 2021$307,000
-29.9%
3,912
-35.4%
0.02%
-32.3%
Q4 2020$438,000
+10.9%
6,060
+267.3%
0.03%
-3.1%
Q3 2020$395,000
+6.8%
1,6500.0%0.03%
+3.2%
Q2 2020$370,000
+15.3%
1,650
-8.4%
0.03%0.0%
Q1 2020$321,000
-25.3%
1,801
-0.3%
0.03%
-6.1%
Q4 2019$430,000
+14.1%
1,806
+7.1%
0.03%
+6.5%
Q3 2019$377,000
-3.8%
1,686
-2.6%
0.03%
-3.1%
Q2 2019$392,000
+1.3%
1,731
-2.1%
0.03%
-13.5%
Q1 2019$387,000
+71.2%
1,768
+69.0%
0.04%
+60.9%
Q4 2018$226,000
-7.4%
1,0460.0%0.02%
+9.5%
Q3 2018$244,000
+3.0%
1,046
-0.8%
0.02%
-4.5%
Q2 2018$237,000
+3.0%
1,0540.0%0.02%0.0%
Q1 2018$230,000
+0.9%
1,0540.0%0.02%
+4.8%
Q4 2017$228,000
+5.6%
1,054
-1.1%
0.02%
-4.5%
Q3 2017$216,000
-1.8%
1,066
-4.7%
0.02%
-4.3%
Q2 2017$220,000
+7.8%
1,119
+5.0%
0.02%
+4.5%
Q1 2017$204,000
-3.3%
1,066
-11.6%
0.02%
-12.0%
Q3 2016$211,000
+3.4%
1,2060.0%0.02%
+4.2%
Q2 2016$204,0000.0%1,206
-4.0%
0.02%
-4.0%
Q1 2016$204,000
+1.0%
1,2560.0%0.02%0.0%
Q4 2015$202,000
-3.8%
1,256
-6.1%
0.02%
-13.8%
Q3 2015$210,000
-9.9%
1,337
-2.9%
0.03%0.0%
Q2 2015$233,000
-1.3%
1,3770.0%0.03%
-3.3%
Q1 2015$236,000
+7.3%
1,3770.0%0.03%
+11.1%
Q4 2014$220,000
+2.3%
1,377
-2.8%
0.03%
-3.6%
Q3 2014$215,0001,4170.03%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders