Azimuth Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Azimuth Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$496,000
+3.8%
4,845
+6.0%
0.02%
+10.5%
Q4 2021$478,000
+9.4%
4,570
+5.2%
0.02%0.0%
Q3 2021$437,000
+4.3%
4,345
+9.4%
0.02%
+5.6%
Q2 2021$419,000
+4.8%
3,9700.0%0.02%
-5.3%
Q1 2021$400,000
+23.8%
3,9700.0%0.02%
+18.8%
Q4 2020$323,000
+15.4%
3,970
+73.7%
0.02%0.0%
Q3 2020$280,000
+6.5%
2,285
+4.6%
0.02%
-5.9%
Q2 2020$263,0000.0%2,185
+33.6%
0.02%
+6.2%
Q4 2019$263,000
+4.0%
1,635
-3.0%
0.02%
-5.9%
Q3 2019$253,000
+1.2%
1,6850.0%0.02%0.0%
Q2 2019$250,000
+0.4%
1,6850.0%0.02%0.0%
Q1 2019$249,000
+12.2%
1,6850.0%0.02%0.0%
Q4 2018$222,000
-21.0%
1,6850.0%0.02%
-10.5%
Q3 2018$281,000
+12.0%
1,685
+9.8%
0.02%
+5.6%
Q2 2018$251,000
-22.3%
1,535
-28.2%
0.02%
-25.0%
Q1 2018$323,000
-1.5%
2,1380.0%0.02%0.0%
Q4 2017$328,000
+4.8%
2,138
+1.2%
0.02%
+4.3%
Q3 2017$313,000
+55.0%
2,113
+9.8%
0.02%
+9.5%
Q3 2015$202,000
-11.0%
1,9250.0%0.02%
-4.5%
Q2 2015$227,000
-0.9%
1,9250.0%0.02%0.0%
Q1 2015$229,000
-13.9%
1,925
-14.6%
0.02%
-18.5%
Q4 2014$266,000
-13.9%
2,255
-18.7%
0.03%
-27.0%
Q4 2013$309,0002,7740.04%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders