SOMERVILLE KURT F - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SOMERVILLE KURT F ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$839,429
-3.7%
11,6200.0%0.17%
+1.8%
Q2 2023$871,500
+4.9%
11,6200.0%0.17%
+9.2%
Q1 2023$830,946
+4.7%
11,6200.0%0.15%
-1.3%
Q4 2022$793,646
+8.4%
11,6200.0%0.15%
+4.8%
Q3 2022$732,000
-1.2%
11,6200.0%0.15%
+4.3%
Q2 2022$741,000
-17.5%
11,6200.0%0.14%
-2.8%
Q1 2022$898,000
-9.4%
11,6200.0%0.14%
+5.8%
Q4 2021$991,00011,6200.14%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders