Mariner, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,101,803
+8.8%
236,735
+12.9%
0.05%
+9.5%
Q2 2023$15,720,214
+120731.8%
209,603
+15.2%
0.04%
+10.5%
Q1 2023$13,010
+7.0%
181,940
+2.2%
0.04%
-2.6%
Q4 2022$12,164
-99.9%
178,100
+19.2%
0.04%
+2.6%
Q3 2022$9,416,000
+1.8%
149,410
+2.9%
0.04%0.0%
Q2 2022$9,251,000
-22.9%
145,153
-6.6%
0.04%
-15.6%
Q1 2022$12,003,000
-17.5%
155,330
-9.0%
0.04%
-27.4%
Q4 2021$14,546,000
+9.9%
170,601
+2.1%
0.06%
-10.1%
Q3 2021$13,232,000
+51.3%
167,092
+54.6%
0.07%
+27.8%
Q2 2021$8,747,000
+7.9%
108,084
+4.4%
0.05%
-5.3%
Q1 2021$8,110,000
+9.1%
103,487
+0.5%
0.06%0.0%
Q4 2020$7,433,000
+22.7%
102,923
+306.2%
0.06%0.0%
Q3 2020$6,060,000
+1.8%
25,336
-4.7%
0.06%
-5.0%
Q2 2020$5,955,000
+33.9%
26,581
+6.8%
0.06%
+7.1%
Q1 2020$4,449,000
-29.1%
24,886
-5.6%
0.06%
-13.8%
Q4 2019$6,277,000
+7.0%
26,361
+0.6%
0.06%
-7.1%
Q3 2019$5,868,000
+10.8%
26,211
+12.0%
0.07%
+11.1%
Q2 2019$5,298,000
+5.6%
23,413
+2.3%
0.06%
-11.3%
Q1 2019$5,015,000
+18.3%
22,891
+3.2%
0.07%
-6.6%
Q4 2018$4,241,000
+7.0%
22,178
+30.3%
0.08%
-25.5%
Q3 2018$3,965,000
+2.9%
17,020
-0.7%
0.10%
-6.4%
Q2 2018$3,854,000
+6.1%
17,147
+3.0%
0.11%
-16.2%
Q1 2018$3,633,000
+10.6%
16,641
+9.4%
0.13%
+2.4%
Q4 2017$3,284,000
+145.1%
15,218
+129.8%
0.13%
+108.2%
Q3 2017$1,340,000
+2.2%
6,621
-0.7%
0.06%
-1.6%
Q2 2017$1,311,000
+4.4%
6,667
+1.3%
0.06%
+12.7%
Q1 2017$1,256,000
-0.8%
6,581
-5.3%
0.06%
-5.2%
Q4 2016$1,266,000
+44.0%
6,948
+38.0%
0.06%
+38.1%
Q3 2016$879,000
+8.0%
5,034
+4.5%
0.04%
-4.5%
Q2 2016$814,000
-36.4%
4,818
-38.7%
0.04%
-42.1%
Q1 2016$1,279,000
-17.8%
7,866
-18.7%
0.08%
-24.0%
Q4 2015$1,556,000
+9.0%
9,670
+6.4%
0.10%
+58.7%
Q3 2015$1,428,000
-28.0%
9,091
-22.3%
0.06%
-31.5%
Q2 2015$1,984,000
-1.8%
11,701
-0.6%
0.09%
-46.5%
Q1 2015$2,020,000
+4.9%
11,776
-2.3%
0.17%
-0.6%
Q4 2014$1,925,000
+21.6%
12,059
+15.4%
0.17%
-2.8%
Q3 2014$1,583,000
-14.7%
10,449
-11.6%
0.18%
-13.6%
Q2 2014$1,856,000
+1.1%
11,815
-1.5%
0.21%
-12.7%
Q1 2014$1,835,000
+33.2%
11,999
+30.8%
0.24%
+36.4%
Q4 2013$1,378,000
+72.2%
9,176
+59.6%
0.17%
+17.7%
Q3 2013$800,000
+45.2%
5,751
+34.4%
0.15%
+26.7%
Q2 2013$551,0004,2780.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders