Legacy Private Trust Co. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$531,686
-3.7%
7,3600.0%0.05%0.0%
Q2 2023$552,000
+4.9%
7,3600.0%0.05%
+2.2%
Q1 2023$526,313
+4.7%
7,3600.0%0.04%0.0%
Q4 2022$502,688
+6.7%
7,360
-1.6%
0.04%0.0%
Q3 2022$471,000
-3.7%
7,476
-2.6%
0.04%
+2.3%
Q2 2022$489,000
-21.6%
7,676
-5.0%
0.04%
-8.3%
Q1 2022$624,000
-9.4%
8,0760.0%0.05%
-7.7%
Q4 2021$689,000
+7.7%
8,0760.0%0.05%0.0%
Q3 2021$640,000
-2.1%
8,0760.0%0.05%
-5.5%
Q2 2021$654,000
+0.8%
8,076
-2.5%
0.06%
-6.8%
Q1 2021$649,000
+7.5%
8,280
-1.1%
0.06%
+3.5%
Q4 2020$604,000
+20.8%
8,368
+300.0%
0.06%
+9.6%
Q3 2020$500,000
+14.4%
2,092
+7.3%
0.05%
+8.3%
Q2 2020$437,000
+25.6%
1,9490.0%0.05%
+6.7%
Q1 2020$348,000
-25.0%
1,9490.0%0.04%
-8.2%
Q4 2019$464,000
+3.8%
1,949
-2.4%
0.05%
-2.0%
Q3 2019$447,000
+10.9%
1,997
+12.2%
0.05%
+8.7%
Q2 2019$403,000
+3.3%
1,7800.0%0.05%0.0%
Q1 2019$390,000
+14.7%
1,7800.0%0.05%
+4.5%
Q4 2018$340,000
-18.1%
1,7800.0%0.04%
-6.4%
Q3 2018$415,000
-7.2%
1,780
-10.5%
0.05%
-11.3%
Q2 2018$447,000
-4.3%
1,988
-7.0%
0.05%
-3.6%
Q1 2018$467,000
+0.9%
2,138
-0.4%
0.06%
+1.9%
Q4 2017$463,000
+6.7%
2,1460.0%0.05%
+1.9%
Q3 2017$434,000
-12.7%
2,146
-15.1%
0.05%
-15.9%
Q2 2017$497,000
-14.9%
2,529
-17.3%
0.06%
-16.0%
Q1 2017$584,000
+4.8%
3,0590.0%0.08%
-1.3%
Q4 2016$557,000
+3.7%
3,059
-0.5%
0.08%
+4.1%
Q3 2016$537,000
+3.3%
3,0730.0%0.07%
-3.9%
Q2 2016$520,000
-20.6%
3,073
-23.7%
0.08%
-23.2%
Q1 2016$655,000
-23.4%
4,028
-24.2%
0.10%
-23.8%
Q4 2015$855,000
-61.7%
5,311
-62.6%
0.13%
-63.2%
Q3 2015$2,233,000
-8.2%
14,217
-0.9%
0.35%
-3.8%
Q2 2015$2,432,000
+2.4%
14,347
+3.6%
0.37%
+5.5%
Q1 2015$2,375,000
-22.5%
13,844
-27.9%
0.35%
-22.7%
Q4 2014$3,066,000
+7.1%
19,207
+1.6%
0.45%
+3.0%
Q3 2014$2,864,000
-56.7%
18,910
-55.1%
0.44%
-15.6%
Q2 2014$6,618,000
+96.3%
42,130
+91.1%
0.52%
-11.9%
Q1 2014$3,371,000
+1.8%
22,0450.0%0.59%
-2.8%
Q4 2013$3,311,000
-12.2%
22,045
-18.7%
0.60%
-24.1%
Q3 2013$3,771,000
-6.6%
27,106
-13.5%
0.80%
-16.1%
Q2 2013$4,037,00031,3380.95%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders