Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 524 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$47,000
-9.6%
615
+0.3%
0.01%0.0%
Q4 2021$52,000
+8.3%
613
+0.2%
0.01%0.0%
Q3 2021$48,000
-2.0%
6120.0%0.01%0.0%
Q2 2021$49,000
+2.1%
612
+0.3%
0.01%0.0%
Q1 2021$48,000
+9.1%
6100.0%0.01%0.0%
Q4 2020$44,000
-41.3%
610
+93.7%
0.01%
-50.0%
Q3 2020$75,000
-49.3%
315
-52.3%
0.01%
-52.4%
Q2 2020$148,000
+25.4%
661
+0.3%
0.02%
+10.5%
Q1 2020$118,000
-24.4%
659
+0.2%
0.02%
-13.6%
Q4 2019$156,000
-67.6%
658
-69.4%
0.02%
-66.7%
Q3 2019$481,000
-8.7%
2,150
-7.7%
0.07%
-9.6%
Q2 2019$527,000
-48.1%
2,329
-49.9%
0.07%
+5.8%
Q1 2019$1,016,0004,6460.07%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders