Allen Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 2021
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