Truepoint, Inc. - 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
Truepoint, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$649,484
-3.6%
8,991
+0.1%
0.02%
-4.5%
Q2 2023$673,549
+7.8%
8,981
+2.8%
0.02%0.0%
Q1 2023$624,944
+4.8%
8,739
+0.1%
0.02%0.0%
Q4 2022$596,312
-4.3%
8,731
-11.7%
0.02%
-31.2%
Q3 2022$623,000
-20.4%
9,883
-19.5%
0.03%
-22.0%
Q2 2022$783,000
+2.4%
12,280
+24.0%
0.04%
+13.9%
Q1 2022$765,000
+4.1%
9,902
+14.9%
0.04%
+5.9%
Q4 2021$735,000
+7.8%
8,615
+0.1%
0.03%0.0%
Q3 2021$682,000
-1.7%
8,609
+0.3%
0.03%
-10.5%
Q2 2021$694,000
+3.9%
8,579
+0.6%
0.04%
-9.5%
Q1 2021$668,000
+8.1%
8,529
-0.3%
0.04%
+2.4%
Q4 2020$618,000
+10.8%
8,552
+264.7%
0.04%
-2.4%
Q4 2019$558,000
+6.5%
2,345
+0.1%
0.04%
-8.7%
Q3 2019$524,000
-1.1%
2,343
+0.0%
0.05%
+7.0%
Q2 2019$530,000
+3.3%
2,3420.0%0.04%
-2.3%
Q1 2019$513,000
+4.9%
2,342
-8.4%
0.04%
-6.4%
Q4 2018$489,000
+0.6%
2,558
+22.7%
0.05%
+11.9%
Q3 2018$486,000
+3.6%
2,0850.0%0.04%0.0%
Q2 2018$469,000
-77.5%
2,085
+358.2%
0.04%
+162.5%
Q1 2018$2,085,000
+363.3%
455
-78.2%
0.02%
-61.9%
Q4 2017$450,000
+6.6%
2,0850.0%0.04%
+2.4%
Q3 2017$422,000
-3.9%
2,085
-6.5%
0.04%
-6.8%
Q2 2017$439,000
+3.1%
2,2290.0%0.04%
-4.3%
Q1 2017$426,000
-1.6%
2,229
-3.6%
0.05%
-4.2%
Q4 2016$433,000
-35.0%
2,313
-39.3%
0.05%
-40.7%
Q3 2016$666,000
-6.1%
3,812
-9.0%
0.08%
-11.0%
Q2 2016$709,000
+0.4%
4,190
-3.5%
0.09%
-2.2%
Q1 2016$706,000
+180.2%
4,340
+176.8%
0.09%
+165.7%
Q4 2015$252,000
+0.8%
1,568
-1.5%
0.04%
-5.4%
Q3 2015$250,0001,5920.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders