Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 269 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$279,000
-26.4%
3,607
-18.9%
0.00%
-33.3%
Q4 2021$379,000
-39.9%
4,449
-43.0%
0.01%
-40.0%
Q3 2021$631,0000.0%7,7990.0%0.01%
+25.0%
Q2 2021$631,000
+1.8%
7,799
-1.4%
0.01%
-11.1%
Q1 2021$620,000
+26.8%
7,910
+287.0%
0.01%
+12.5%
Q3 2020$489,000
+652.3%
2,044
+646.0%
0.01%
+300.0%
Q4 2019$65,000
+6.6%
2740.0%0.00%0.0%
Q3 2019$61,000
-1.6%
2740.0%0.00%0.0%
Q2 2019$62,000
+3.3%
2740.0%0.00%0.0%
Q1 2019$60,000
-46.4%
274
-53.2%
0.00%
-50.0%
Q4 2018$112,000
-17.6%
5850.0%0.00%0.0%
Q3 2018$136,000
+946.2%
585
+908.6%
0.00%
Q1 2018$13,0000.0%580.0%0.00%
Q4 2017$13,000
+8.3%
580.0%0.00%
Q3 2017$12,000
-25.0%
58
-32.6%
0.00%
-100.0%
Q4 2016$16,000
-20.0%
86
-25.9%
0.00%0.0%
Q3 2016$20,0000.0%1160.0%0.00%0.0%
Q2 2016$20,000
-84.6%
116
-85.5%
0.00%
-83.3%
Q1 2016$130,000
-1.5%
798
-2.8%
0.01%0.0%
Q4 2015$132,000
-14.8%
821
-16.6%
0.01%
-14.3%
Q3 2015$155,000
+84.5%
984
+99.2%
0.01%
+133.3%
Q2 2015$84,000
-13.4%
494
-12.6%
0.00%
-25.0%
Q1 2015$97,000
-4.9%
565
-11.3%
0.00%0.0%
Q4 2014$102,000
+6.2%
6370.0%0.00%0.0%
Q3 2014$96,000
-4.0%
6370.0%0.00%0.0%
Q2 2014$100,000
-61.2%
637
-62.2%
0.00%
-60.0%
Q1 2014$258,000
+2.0%
1,6860.0%0.01%0.0%
Q4 2013$253,000
+7.2%
1,686
-0.8%
0.01%0.0%
Q3 2013$236,000
+7.8%
1,6990.0%0.01%
+11.1%
Q2 2013$219,0001,6990.01%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders