Evensky & Katz LLC - 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
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 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders