SHEPHERD KAPLAN KROCHUK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$225,804
+4.7%
3,1580.0%0.20%
+55.5%
Q4 2022$215,691
+7.3%
3,1580.0%0.13%
+45.5%
Q2 2022$201,000
-17.6%
3,1580.0%0.09%
-4.3%
Q1 2022$244,000
-35.8%
3,158
-29.1%
0.09%
-32.8%
Q4 2021$380,000
+7.6%
4,454
+0.0%
0.14%
+5.4%
Q3 2021$353,000
-1.9%
4,4530.0%0.13%
+1.6%
Q2 2021$360,000
+3.2%
4,453
+0.0%
0.13%
-5.2%
Q1 2021$349,000
+8.4%
4,4520.0%0.14%
+13.4%
Q4 2020$322,000
+21.1%
4,452
+299.6%
0.12%
+7.2%
Q3 2020$266,000
+6.8%
1,114
+0.1%
0.11%0.0%
Q2 2020$249,000
-14.7%
1,113
-9.2%
0.11%
-49.8%
Q4 2019$292,000
+7.0%
1,226
+0.4%
0.22%
+10.5%
Q3 2019$273,000
-1.1%
1,2210.0%0.20%
+2.6%
Q2 2019$276,000
+3.4%
1,221
+0.2%
0.20%
+16.8%
Q1 2019$267,000
+14.6%
1,219
+0.2%
0.17%
+4.4%
Q4 2018$233,000
-64.6%
1,217
-56.9%
0.16%
-52.8%
Q3 2018$658,0002,8250.34%
Other shareholders
ISHARES TR shareholders Q4 2018
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