Allen Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Allen Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$545,845
-3.7%
7,5560.0%0.01%0.0%
Q2 2023$566,700
+4.9%
7,5560.0%0.01%
-11.1%
Q1 2023$540,330
+4.7%
7,5560.0%0.01%
+12.5%
Q4 2022$516,075
+8.4%
7,5560.0%0.01%0.0%
Q3 2022$476,000
-1.2%
7,5560.0%0.01%0.0%
Q2 2022$482,000
-17.5%
7,5560.0%0.01%0.0%
Q1 2022$584,000
-9.3%
7,5560.0%0.01%0.0%
Q4 2021$644,000
+7.7%
7,5560.0%0.01%0.0%
Q3 2021$598,000
-2.3%
7,5560.0%0.01%0.0%
Q2 2021$612,000
+3.4%
7,5560.0%0.01%
-11.1%
Q1 2021$592,000
+8.4%
7,5560.0%0.01%0.0%
Q4 2020$546,000
+20.8%
7,556
+300.0%
0.01%
+12.5%
Q3 2020$452,000
+6.9%
1,8890.0%0.01%
-11.1%
Q2 2020$423,000
+25.5%
1,8890.0%0.01%
-10.0%
Q1 2020$337,000
-25.1%
1,8890.0%0.01%
-9.1%
Q4 2019$450,000
+6.4%
1,8890.0%0.01%0.0%
Q3 2019$423,000
-0.9%
1,8890.0%0.01%
-8.3%
Q2 2019$427,0001,8890.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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