Bowling Portfolio Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bowling Portfolio Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$208,000
-9.6%
2,6940.0%0.04%
-6.2%
Q4 2021$230,000
+7.0%
2,694
-0.6%
0.05%0.0%
Q3 2021$215,000
-3.6%
2,709
-1.6%
0.05%
-4.0%
Q2 2021$223,000
+3.2%
2,7520.0%0.05%
-2.0%
Q1 2021$216,0002,7520.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders