SECURITY NATIONAL TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 524 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
SECURITY NATIONAL TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,052,0000.0%62,4270.0%1.17%
+4.4%
Q2 2021$5,052,000
-1.9%
62,427
-5.0%
1.12%
-7.3%
Q1 2021$5,148,000
+12.2%
65,682
+3.4%
1.21%
+6.1%
Q4 2020$4,587,000
+25.2%
63,512
+314.6%
1.14%
+10.8%
Q3 2020$3,664,000
+7.2%
15,318
+0.4%
1.03%
+0.5%
Q2 2020$3,418,000
+26.5%
15,259
+0.8%
1.02%
+4.1%
Q1 2020$2,701,000
-22.8%
15,134
+3.1%
0.98%
-3.3%
Q4 2019$3,497,000
+5.8%
14,685
-0.5%
1.02%
-1.8%
Q3 2019$3,305,000
+0.5%
14,765
+1.6%
1.04%
+0.5%
Q2 2019$3,287,000
+5.0%
14,530
+1.8%
1.03%
+2.8%
Q1 2019$3,129,000
+27.4%
14,280
+11.1%
1.00%
+10.1%
Q4 2018$2,457,000
-17.1%
12,850
+0.9%
0.91%
-1.8%
Q3 2018$2,965,000
+4.8%
12,730
+1.2%
0.93%
-1.0%
Q2 2018$2,829,000
+0.2%
12,585
-2.7%
0.94%
-0.1%
Q1 2018$2,823,000
+2.2%
12,930
+1.1%
0.94%
+5.5%
Q4 2017$2,761,000
+14.7%
12,790
+7.5%
0.89%
+12.1%
Q3 2017$2,408,000
+13.9%
11,900
+10.7%
0.79%
+12.1%
Q2 2017$2,114,000
+5.7%
10,750
+2.6%
0.71%
+5.0%
Q1 2017$2,000,000
+15.3%
10,475
+10.0%
0.67%
+8.4%
Q4 2016$1,735,000
+9.0%
9,520
+4.4%
0.62%
+7.4%
Q3 2016$1,592,000
+1.7%
9,115
-1.6%
0.58%
+0.5%
Q2 2016$1,566,000
+3.7%
9,260
-0.3%
0.58%
+1.4%
Q1 2016$1,510,000
+7.1%
9,285
+6.0%
0.57%
+2.7%
Q4 2015$1,410,000
+4.9%
8,760
+2.3%
0.55%
+5.5%
Q3 2015$1,344,000
-7.1%
8,560
+0.2%
0.52%
+1.0%
Q2 2015$1,447,000
-2.3%
8,540
-1.2%
0.52%
-1.3%
Q1 2015$1,481,000
+11.4%
8,640
+3.8%
0.53%
+8.5%
Q4 2014$1,329,000
+8.3%
8,325
+2.7%
0.48%
-2.8%
Q3 2014$1,227,000
-2.2%
8,105
+1.5%
0.50%
+1.8%
Q2 2014$1,255,000
+1.5%
7,985
-1.2%
0.49%
-2.2%
Q1 2014$1,237,000
+3.4%
8,085
+1.6%
0.50%
+1.2%
Q4 2013$1,196,000
+8.6%
7,960
+0.6%
0.50%0.0%
Q3 2013$1,101,000
+2.6%
7,910
-5.0%
0.50%
-4.4%
Q2 2013$1,073,0008,3250.52%
Other shareholders
ISHARES TR shareholders Q3 2019
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