QUANTUM CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
QUANTUM CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$934,000
+7.7%
3,909
+1.0%
1.04%
+105.7%
Q2 2020$867,000
+16.7%
3,869
-7.1%
0.51%
+1.6%
Q1 2020$743,000
-22.9%
4,164
+2.8%
0.50%
+7.1%
Q4 2019$964,000
+6.3%
4,049
-0.1%
0.46%
+1.1%
Q3 2019$907,000
-1.6%
4,053
-0.5%
0.46%
-8.9%
Q2 2019$922,000
+1.7%
4,073
-1.6%
0.50%
+3.3%
Q1 2019$907,000
+13.9%
4,138
-0.6%
0.49%
+5.8%
Q4 2018$796,000
-16.5%
4,161
+1.7%
0.46%
+35.5%
Q3 2018$953,000
+2.8%
4,092
-0.8%
0.34%
-4.2%
Q2 2018$927,000
+2.8%
4,125
-0.2%
0.36%
+64.1%
Q1 2018$902,000
-1.7%
4,132
-2.9%
0.22%
-1.4%
Q4 2017$918,000
+2.1%
4,255
-4.2%
0.22%
+3.8%
Q3 2017$899,000
+2.6%
4,443
-0.3%
0.21%
-1.9%
Q2 2017$876,000
-1.9%
4,455
-4.7%
0.22%
-2.7%
Q1 2017$893,000
-17.3%
4,676
-21.1%
0.22%
-23.7%
Q4 2016$1,080,000
-6.2%
5,925
-10.1%
0.29%
-9.3%
Q3 2016$1,151,000
+6.3%
6,588
+2.9%
0.32%
+109.8%
Q2 2016$1,083,000
-5.7%
6,403
-9.4%
0.15%
-1.9%
Q1 2016$1,149,000
-7.6%
7,068
-8.5%
0.16%
-3.7%
Q4 2015$1,243,000
-13.6%
7,723
-15.7%
0.16%
-29.6%
Q3 2015$1,439,000
-11.7%
9,160
-4.7%
0.23%
-1.3%
Q2 2015$1,629,000
-2.3%
9,610
-1.1%
0.23%
-36.2%
Q1 2015$1,667,000
-6.1%
9,717
-12.6%
0.36%
-9.7%
Q4 2014$1,776,000
-11.1%
11,123
-15.6%
0.40%
+2.5%
Q3 2014$1,997,000
-15.6%
13,183
-12.5%
0.39%
-2.7%
Q2 2014$2,367,000
-1.0%
15,070
-3.6%
0.40%
+4.1%
Q1 2014$2,391,000
+2.3%
15,634
+0.5%
0.39%
-2.0%
Q4 2013$2,337,000
+5.7%
15,560
-2.1%
0.40%
-8.9%
Q3 2013$2,211,000
-0.5%
15,891
-7.9%
0.44%
-3.8%
Q2 2013$2,223,00017,2550.45%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders