FIRST NATIONAL BANK & TRUST CO OF NEWTOWN - 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
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$235,140
-19.4%
3,255
-16.3%
0.05%
-12.9%
Q2 2023$291,750
+4.9%
3,8900.0%0.06%0.0%
Q1 2023$278,173
+4.7%
3,8900.0%0.06%
+3.3%
Q4 2022$265,647
+8.4%
3,8900.0%0.06%
+1.7%
Q3 2022$245,000
-1.2%
3,8900.0%0.06%
+3.5%
Q2 2022$248,000
-17.6%
3,8900.0%0.06%
-6.6%
Q1 2022$301,000
-9.3%
3,8900.0%0.06%
-4.7%
Q4 2021$332,000
+7.8%
3,8900.0%0.06%0.0%
Q3 2021$308,000
-2.2%
3,8900.0%0.06%
-1.5%
Q2 2021$315,000
+3.3%
3,8900.0%0.06%
-1.5%
Q1 2021$305,000
-5.3%
3,890
-12.8%
0.07%
-7.0%
Q4 2020$322,000
+20.6%
4,460
+300.0%
0.07%
+10.9%
Q3 2020$267,000
+6.8%
1,1150.0%0.06%0.0%
Q2 2020$250,000
-29.0%
1,115
-24.7%
0.06%
-25.6%
Q4 2019$352,000
+6.3%
1,4800.0%0.09%
-3.4%
Q3 2019$331,000
-1.2%
1,4800.0%0.09%
-3.3%
Q2 2019$335,000
+3.4%
1,4800.0%0.09%
+3.4%
Q1 2019$324,000
+1.9%
1,480
-11.1%
0.09%
-6.3%
Q4 2018$318,000
-18.0%
1,6650.0%0.10%
-7.8%
Q3 2018$388,000
+3.7%
1,6650.0%0.10%
+1.0%
Q2 2018$374,000
+2.7%
1,6650.0%0.10%
+2.0%
Q1 2018$364,000
+1.4%
1,6650.0%0.10%
+4.2%
Q4 2017$359,000
+33.0%
1,665
+24.7%
0.10%
+26.3%
Q3 2017$270,000
+3.1%
1,3350.0%0.08%0.0%
Q2 2017$262,000
-6.4%
1,335
-8.9%
0.08%
-8.4%
Q1 2017$280,000
+4.9%
1,4650.0%0.08%
+1.2%
Q4 2016$267,000
+0.4%
1,465
-3.9%
0.08%0.0%
Q3 2016$266,000
-13.6%
1,525
-16.2%
0.08%
-16.3%
Q2 2016$308,000
+0.3%
1,820
-3.4%
0.10%0.0%
Q1 2016$307,000
+1.3%
1,8850.0%0.10%
-2.0%
Q4 2015$303,000
+2.4%
1,8850.0%0.10%
-1.0%
Q3 2015$296,000
-7.5%
1,8850.0%0.10%
-2.9%
Q2 2015$320,000
-7.0%
1,885
-6.0%
0.10%
-3.7%
Q1 2015$344,000
-5.0%
2,005
-11.5%
0.11%
-6.1%
Q4 2014$362,000
+56.0%
2,265
+47.6%
0.12%
+49.4%
Q3 2014$232,000
+0.4%
1,5350.0%0.08%
-1.3%
Q2 2014$231,000
-1.7%
1,5350.0%0.08%
-4.9%
Q1 2014$235,000
+1.7%
1,5350.0%0.08%0.0%
Q4 2013$231,000
+7.9%
1,5350.0%0.08%
+2.5%
Q3 2013$214,0001,5350.08%
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