Veritable, L.P. - 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
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,201,700
+4.9%
29,3560.0%0.03%0.0%
Q1 2023$2,099,248
+4.7%
29,3560.0%0.03%0.0%
Q4 2022$2,005,015
+8.4%
29,3560.0%0.03%
-5.6%
Q3 2022$1,850,000
-1.1%
29,3560.0%0.04%
+5.9%
Q2 2022$1,871,000
-17.5%
29,3560.0%0.03%
-2.9%
Q1 2022$2,268,000
-9.4%
29,3560.0%0.04%
-5.4%
Q4 2021$2,503,000
+2.8%
29,356
-4.5%
0.04%
-5.1%
Q3 2021$2,434,000
-2.2%
30,7400.0%0.04%
-2.5%
Q2 2021$2,488,000
+2.2%
30,740
-1.0%
0.04%
-2.4%
Q1 2021$2,434,000
+8.5%
31,0520.0%0.04%0.0%
Q4 2020$2,243,000
+20.8%
31,052
+300.0%
0.04%
+10.8%
Q3 2020$1,857,000
+6.8%
7,7630.0%0.04%
-2.6%
Q2 2020$1,739,000
+25.6%
7,7630.0%0.04%
+11.8%
Q1 2020$1,385,000
-25.1%
7,7630.0%0.03%0.0%
Q4 2019$1,848,000
+6.3%
7,7630.0%0.03%0.0%
Q3 2019$1,738,000
-7.1%
7,763
-6.1%
0.03%
-8.1%
Q2 2019$1,870,000
+3.3%
8,2630.0%0.04%
+2.8%
Q1 2019$1,810,000
+14.6%
8,2630.0%0.04%0.0%
Q4 2018$1,580,000
-22.1%
8,263
-5.1%
0.04%
-12.2%
Q3 2018$2,028,000
+3.6%
8,7060.0%0.04%0.0%
Q2 2018$1,957,000
+190.4%
8,706
+182.1%
0.04%
+173.3%
Q1 2018$674,000
+1.2%
3,0860.0%0.02%
+15.4%
Q4 2017$666,000
+204.1%
3,086
+141.3%
0.01%
+160.0%
Q1 2015$219,000
+7.4%
1,2790.0%0.01%
+25.0%
Q4 2014$204,000
+41.7%
1,279
+33.2%
0.00%
+33.3%
Q4 2013$144,0009600.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders