ASSETMARK, INC - 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
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,550
-77.1%
326
-76.3%
0.00%
Q2 2023$103,050
+17915.7%
1,374
+17075.0%
0.00%
Q1 2023$572
+4.8%
80.0%0.00%
Q4 2022$546
-45.4%
80.0%0.00%
Q3 2022$1,0000.0%80.0%0.00%
Q2 2022$1,0000.0%80.0%0.00%
Q1 2022$1,000
-80.0%
8
-85.5%
0.00%
Q4 2021$5,000
+400.0%
55
+587.5%
0.00%
Q3 2021$1,000
-100.0%
8
-100.0%
0.00%
-100.0%
Q2 2021$85,823,000
+8582200.0%
1,060,459
+13255637.5%
0.40%
Q1 2021$1,000
-93.8%
8
-97.1%
0.00%
Q3 2020$16,000
+166.7%
272
+871.4%
0.00%
Q2 2019$6,000
-57.1%
28
-54.8%
0.00%
Q1 2019$14,000
+16.7%
620.0%0.00%
Q4 2018$12,000
-42.9%
62
-32.6%
0.00%
Q3 2018$21,0000.0%92
-1.1%
0.00%
Q2 2018$21,0000.0%93
-2.1%
0.00%
Q1 2018$21,0000.0%950.0%0.00%
Q4 2017$21,000
+10.5%
950.0%0.00%
Q3 2017$19,0000.0%950.0%0.00%
Q2 2017$19,000
-20.8%
95
-24.0%
0.00%
Q1 2017$24,000
-41.5%
125
-44.4%
0.00%
-100.0%
Q4 2016$41,0000.0%225
-5.1%
0.00%0.0%
Q3 2016$41,000
+20.6%
237
+17.3%
0.00%0.0%
Q2 2016$34,000
+25.9%
202
+23.9%
0.00%
Q1 2016$27,0000.0%163
-1.8%
0.00%
-100.0%
Q4 2015$27,000
-50.0%
166
-52.0%
0.00%0.0%
Q3 2015$54,000
+125.0%
346
+143.7%
0.00%
Q2 2015$24,000
-4.0%
142
-2.1%
0.00%
-100.0%
Q1 2015$25,000
+4.2%
145
-2.0%
0.00%0.0%
Q4 2014$24,000
+9.1%
148
+1.4%
0.00%0.0%
Q3 2014$22,000
-4.3%
146
-2.0%
0.00%
Q2 2014$23,0000.0%149
-2.6%
0.00%
-100.0%
Q1 2014$23,0000.0%153
-1.3%
0.00%0.0%
Q4 2013$23,0000.0%155
-4.3%
0.00%0.0%
Q3 2013$23,0001620.00%
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