Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,559,728
+26.3%
63,119
+31.1%
0.17%
+31.5%
Q2 2023$3,610,060
-2.7%
48,134
-7.2%
0.13%
+5.7%
Q1 2023$3,709,707
+53.5%
51,876
+46.6%
0.12%
+43.0%
Q4 2022$2,416,294
+4.0%
35,377
-4.0%
0.09%
-3.4%
Q3 2022$2,323,000
-6.4%
36,867
-5.4%
0.09%
+3.5%
Q2 2022$2,483,000
-21.2%
38,960
-4.5%
0.09%
-8.5%
Q1 2022$3,151,000
-33.4%
40,775
-26.5%
0.09%
-28.8%
Q4 2021$4,728,000
-8.5%
55,449
-15.0%
0.13%
-14.8%
Q3 2021$5,168,000
-12.7%
65,255
-10.8%
0.16%
-11.9%
Q2 2021$5,920,000
+4.9%
73,152
+1.6%
0.18%
-2.2%
Q1 2021$5,641,000
-34.8%
71,979
-40.0%
0.18%
-38.8%
Q4 2020$8,657,000
+45.5%
119,871
+381.9%
0.29%
+25.1%
Q3 2020$5,950,000
+45.2%
24,875
+36.0%
0.24%
+30.6%
Q2 2020$4,098,000
+95.2%
18,294
+55.5%
0.18%
+44.0%
Q1 2020$2,099,000
-46.2%
11,762
-28.1%
0.12%
-23.8%
Q4 2019$3,898,000
-28.1%
16,368
-32.4%
0.16%
-36.9%
Q3 2019$5,420,000
-30.0%
24,211
-29.3%
0.26%
-34.8%
Q2 2019$7,746,000
-7.3%
34,233
-10.2%
0.40%
-15.8%
Q1 2019$8,355,000
-7.8%
38,134
-19.5%
0.47%
-28.1%
Q4 2018$9,058,000
-24.2%
47,364
-7.7%
0.66%
-6.3%
Q3 2018$11,953,000
-23.7%
51,313
-26.4%
0.70%
-33.0%
Q2 2018$15,676,000
+32.0%
69,738
+28.2%
1.05%
+20.7%
Q1 2018$11,880,000
+114.6%
54,412
+112.1%
0.87%
+103.5%
Q4 2017$5,537,000
+9.3%
25,653
+2.4%
0.43%
+2.2%
Q3 2017$5,067,000
+50.1%
25,041
+45.8%
0.42%
+31.9%
Q2 2017$3,376,000
+3.7%
17,172
+0.7%
0.32%
+0.6%
Q1 2017$3,255,000
+32.3%
17,048
+26.3%
0.32%
+17.1%
Q4 2016$2,460,000
-34.7%
13,501
-37.3%
0.27%
-39.7%
Q3 2016$3,765,000
+161.6%
21,547
+153.3%
0.45%
+137.2%
Q2 2016$1,439,000
-77.0%
8,507
-77.9%
0.19%
-78.0%
Q1 2016$6,264,000
-5.9%
38,520
-6.9%
0.86%
-8.2%
Q4 2015$6,660,000
+4.2%
41,377
+1.7%
0.93%
-7.9%
Q3 2015$6,390,000
+22.4%
40,675
+32.0%
1.01%
+40.4%
Q2 2015$5,222,000
+158.0%
30,807
+161.0%
0.72%
+169.0%
Q1 2015$2,024,000
+73.4%
11,802
+61.5%
0.27%
+74.0%
Q4 2014$1,167,0007,3090.15%
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