1834 INVESTMENT ADVISORS CO - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,685,000
-8.0%
286,337
-4.5%
2.57%
-4.0%
Q2 2023$22,493,265
-0.8%
299,910
-5.4%
2.68%
-1.3%
Q1 2023$22,669,817
-4.3%
317,016
-8.6%
2.72%
-19.8%
Q4 2022$23,699,483
+5.3%
346,991
-2.9%
3.38%
+0.4%
Q3 2022$22,517,000
-7.1%
357,292
-6.0%
3.37%
-1.3%
Q2 2022$24,235,000
-19.0%
380,272
-1.8%
3.41%
-6.9%
Q1 2022$29,911,000
-9.9%
387,102
-0.6%
3.66%
-2.3%
Q4 2021$33,194,000
+7.6%
389,328
-0.1%
3.75%
-0.3%
Q3 2021$30,853,000
-1.0%
389,609
+1.1%
3.76%
-0.2%
Q2 2021$31,178,000
+6.3%
385,249
+2.9%
3.77%
-0.7%
Q1 2021$29,338,000
+3.4%
374,351
-4.7%
3.80%
+0.4%
Q4 2020$28,371,000
+9.9%
392,846
+264.0%
3.78%
+0.5%
Q3 2020$25,816,000
+6.9%
107,935
+0.1%
3.76%
-1.6%
Q2 2020$24,160,000
+56.1%
107,847
+24.4%
3.83%
+30.1%
Q1 2020$15,477,000
-22.6%
86,726
+3.3%
2.94%
-4.0%
Q4 2019$19,984,000
-9.7%
83,927
-15.1%
3.06%
-4.6%
Q3 2019$22,123,000
-1.0%
98,827
+0.1%
3.21%
-4.6%
Q2 2019$22,340,000
+5.0%
98,731
+1.7%
3.37%
+4.0%
Q1 2019$21,267,000
+13.4%
97,065
-1.0%
3.24%
+3.2%
Q4 2018$18,756,000
-17.6%
98,084
+0.3%
3.14%
-5.6%
Q3 2018$22,770,000
+3.6%
97,754
+0.0%
3.32%
-3.4%
Q2 2018$21,971,000
+3.9%
97,742
+0.9%
3.44%
-4.7%
Q1 2018$21,152,000
+1.3%
96,881
+0.1%
3.61%
+9.9%
Q4 2017$20,881,000
+7.3%
96,750
+0.6%
3.29%
-9.5%
Q3 2017$19,468,000
+3.1%
96,203
+0.1%
3.63%
+2.1%
Q2 2017$18,889,000
+3.1%
96,068
+0.1%
3.56%
+1.3%
Q1 2017$18,317,000
+3.1%
95,947
-1.6%
3.52%
-1.9%
Q4 2016$17,758,000
+5.5%
97,465
+1.2%
3.58%
-1.9%
Q3 2016$16,825,000
+4.0%
96,292
+0.6%
3.65%
+4.0%
Q2 2016$16,179,000
+4.0%
95,672
-0.0%
3.51%
-1.3%
Q1 2016$15,563,000
+1.2%
95,707
+0.2%
3.56%
-1.5%
Q4 2015$15,372,000
+6.5%
95,501
+3.9%
3.61%
+0.8%
Q3 2015$14,436,000
-7.7%
91,895
-0.4%
3.58%
-16.2%
Q2 2015$15,635,000
-1.0%
92,242
+0.2%
4.27%
-0.4%
Q1 2015$15,793,000
+8.2%
92,081
+0.7%
4.29%
+6.2%
Q4 2014$14,601,000
+9.0%
91,445
+3.4%
4.04%
+9.3%
Q3 2014$13,400,000
-4.7%
88,479
-1.2%
3.70%
-2.9%
Q2 2014$14,063,000
+4.3%
89,529
+1.5%
3.81%
-3.7%
Q1 2014$13,487,000
+2.1%
88,196
+0.3%
3.95%
+1.9%
Q4 2013$13,207,000
+8.5%
87,932
+0.5%
3.88%
-2.9%
Q3 2013$12,173,000
+8.6%
87,509
+0.6%
4.00%
+3.8%
Q2 2013$11,211,00087,0193.85%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders