HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,924
+12.0%
5,716
+16.3%
0.02%
+12.5%
Q2 2023$368,700
+4.6%
4,916
-0.2%
0.02%0.0%
Q1 2023$352,330
+52330.1%
4,927
-49.9%
0.02%
-11.1%
Q4 2022$672
-99.8%
9,832
+100.0%
0.02%
-14.3%
Q3 2022$310,000
-18.4%
4,9160.0%0.02%0.0%
Q1 2022$380,000
-9.3%
4,9160.0%0.02%0.0%
Q4 2021$419,000
+7.7%
4,9160.0%0.02%0.0%
Q3 2021$389,000
-3.7%
4,916
-1.5%
0.02%
-4.5%
Q2 2021$404,000
+4.9%
4,993
+1.6%
0.02%
-4.3%
Q1 2021$385,000
+8.5%
4,9160.0%0.02%
+4.5%
Q4 2020$355,000
-13.2%
4,916
+187.3%
0.02%
-24.1%
Q3 2020$409,000
+36.3%
1,711
+27.9%
0.03%
+31.8%
Q2 2020$300,000
+18.6%
1,338
-5.5%
0.02%
-12.0%
Q1 2020$253,000
-38.1%
1,416
-17.6%
0.02%
-30.6%
Q4 2019$409,000
+24.3%
1,718
+17.0%
0.04%
+16.1%
Q3 2019$329,000
-0.9%
1,4680.0%0.03%
-3.1%
Q2 2019$332,000
+2.2%
1,468
-1.0%
0.03%0.0%
Q1 2019$325,000
+14.4%
1,4830.0%0.03%0.0%
Q4 2018$284,000
-20.2%
1,483
-3.0%
0.03%
-20.0%
Q3 2018$356,000
+17.5%
1,529
+13.3%
0.04%
+14.3%
Q2 2018$303,000
+17.0%
1,349
+13.7%
0.04%
+9.4%
Q1 2018$259,000
-13.1%
1,186
-14.1%
0.03%
-8.6%
Q4 2017$298,000
+9.6%
1,381
+2.7%
0.04%
-14.6%
Q3 2017$272,000
+3.0%
1,3450.0%0.04%
-2.4%
Q2 2017$264,000
-2.9%
1,345
-5.6%
0.04%
-8.7%
Q1 2017$272,000
+11.0%
1,425
+5.9%
0.05%
+4.5%
Q4 2016$245,000
+4.3%
1,3450.0%0.04%
-6.4%
Q3 2016$235,000
+3.5%
1,3450.0%0.05%
-4.1%
Q2 2016$227,000
+3.7%
1,3450.0%0.05%
-5.8%
Q1 2016$219,000
+4.3%
1,345
+2.9%
0.05%
-5.5%
Q4 2015$210,000
+2.4%
1,3070.0%0.06%
-17.9%
Q3 2015$205,000
-7.7%
1,3070.0%0.07%
-10.7%
Q2 2015$222,000
-0.9%
1,3070.0%0.08%
-1.3%
Q1 2015$224,000
+7.2%
1,3070.0%0.08%
+5.6%
Q4 2014$209,000
+2.0%
1,307
+0.2%
0.07%
+1.4%
Q2 2014$205,0001,3050.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders