SOL Capital Management CO - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$883
-17.9%
12,221
-14.8%
0.14%
-16.0%
Q2 2023$1,076
-99.9%
14,341
+3.8%
0.16%
+0.6%
Q1 2023$987,625
+12.3%
13,811
+7.3%
0.16%
+3.8%
Q4 2022$879,089
+30.4%
12,871
+20.3%
0.16%
+11.4%
Q3 2022$674,000
+0.6%
10,701
+1.8%
0.14%
+2.9%
Q2 2022$670,000
-0.7%
10,516
+20.3%
0.14%
+11.5%
Q1 2022$675,000
-7.3%
8,741
+2.3%
0.12%
-7.6%
Q4 2021$728,000
+30.2%
8,541
+21.0%
0.13%
+18.9%
Q3 2021$559,000
-2.6%
7,056
-0.6%
0.11%
-2.6%
Q2 2021$574,000
+3.2%
7,096
-0.0%
0.11%
-2.6%
Q1 2021$556,000
+4.9%
7,098
-3.2%
0.12%
-4.9%
Q4 2020$530,000
+25.3%
7,333
+315.0%
0.12%
+6.0%
Q3 2020$423,000
+6.8%
1,7670.0%0.12%
+3.6%
Q2 2020$396,000
-2.5%
1,767
-22.4%
0.11%
-16.4%
Q1 2020$406,000
-25.0%
2,277
+0.3%
0.13%
-1.5%
Q4 2019$541,000
+2.3%
2,270
-4.0%
0.14%
-5.6%
Q3 2019$529,000
-4.3%
2,365
-3.3%
0.14%
-4.0%
Q2 2019$553,000
+4.3%
2,445
+1.0%
0.15%
+1.4%
Q1 2019$530,000
+56.8%
2,420
+36.7%
0.15%
+37.0%
Q4 2018$338,000
-86.1%
1,770
-83.0%
0.11%
-83.6%
Q3 2018$2,432,000
+30.5%
10,440
+25.9%
0.66%
+23.7%
Q2 2018$1,863,000
+17.8%
8,290
+14.5%
0.53%
+17.0%
Q1 2018$1,581,000
+197.7%
7,240
+194.3%
0.45%
+198.7%
Q4 2017$531,000
+68.6%
2,460
+58.2%
0.15%
+70.8%
Q3 2017$315,0001,5550.09%
Other shareholders
ISHARES TR shareholders Q2 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