KINGS POINT CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$36,000
-10.0%
4690.0%0.00%0.0%
Q4 2021$40,000
+8.1%
4690.0%0.00%0.0%
Q3 2021$37,000
-2.6%
4690.0%0.00%0.0%
Q2 2021$38,000
+2.7%
4690.0%0.00%
-25.0%
Q1 2021$37,000
+8.8%
4690.0%0.00%0.0%
Q4 2020$34,000
+61.9%
469
+427.0%
0.00%
+33.3%
Q3 2020$21,000
+5.0%
890.0%0.00%0.0%
Q2 2020$20,000
-94.2%
89
-95.4%
0.00%
-95.0%
Q1 2020$343,000
-54.5%
1,924
-39.3%
0.06%
-45.9%
Q4 2019$754,000
+6.3%
3,1680.0%0.11%
-7.5%
Q3 2019$709,000
-1.1%
3,1680.0%0.12%
-8.4%
Q2 2019$717,000
+3.3%
3,1680.0%0.13%
-5.1%
Q1 2019$694,000
+14.5%
3,1680.0%0.14%
+2.2%
Q4 2018$606,000
-17.9%
3,1680.0%0.14%
-2.2%
Q3 2018$738,000
+3.7%
3,1680.0%0.14%
-1.4%
Q2 2018$712,000
+2.9%
3,1680.0%0.14%0.0%
Q1 2018$692,000
+1.2%
3,1680.0%0.14%
-2.8%
Q4 2017$684,000
+6.7%
3,1680.0%0.14%
+0.7%
Q3 2017$641,000
+2.9%
3,1680.0%0.14%
-1.4%
Q2 2017$623,000
+3.0%
3,1680.0%0.14%
+2.1%
Q1 2017$605,000
-11.2%
3,168
-15.3%
0.14%
-15.5%
Q4 2016$681,000
+4156.2%
3,740
+4102.2%
0.17%
+4100.0%
Q3 2016$16,000
+6.7%
890.0%0.00%0.0%
Q2 2016$15,000
+7.1%
890.0%0.00%0.0%
Q1 2016$14,0000.0%890.0%0.00%
+33.3%
Q4 2015$14,0000.0%890.0%0.00%
-25.0%
Q3 2015$14,000
-6.7%
890.0%0.00%0.0%
Q2 2015$15,0000.0%890.0%0.00%0.0%
Q1 2015$15,000890.00%
Other shareholders
ISHARES TR shareholders Q2 2021
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