SOLARIS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 330 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOLARIS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$58,000
+5.5%
2700.0%0.03%
+3.1%
Q3 2017$55,000
+3.8%
2700.0%0.03%
-3.0%
Q2 2017$53,000
+1.9%
2700.0%0.03%
-2.9%
Q1 2017$52,000
-90.5%
270
-91.0%
0.03%
-90.4%
Q4 2016$548,000
-15.0%
3,005
-18.5%
0.35%
-12.8%
Q3 2016$645,000
+41.8%
3,689
+37.1%
0.41%
+23.8%
Q2 2016$455,000
+193.5%
2,690
+182.9%
0.33%
+200.9%
Q1 2016$155,000
-39.0%
951
-39.8%
0.11%
-37.4%
Q4 2015$254,000
+18.7%
1,579
+15.8%
0.17%
+2.4%
Q3 2015$214,000
-30.1%
1,364
-24.4%
0.17%
-10.1%
Q2 2015$306,000
+29.7%
1,804
+30.9%
0.19%
+29.5%
Q1 2015$236,0001,3780.15%
Other shareholders
ISHARES TR shareholders Q2 2015
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