SIGNATUREFD, LLC - 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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$129,021
-13.5%
1,786
-10.2%
0.00%
-25.0%
Q2 2023$149,175
+16.8%
1,989
+11.4%
0.00%
+33.3%
Q1 2023$127,717
+4.7%
1,7860.0%0.00%
-25.0%
Q4 2022$121,984
-20.3%
1,786
-26.3%
0.00%
-20.0%
Q3 2022$153,000
-0.6%
2,4240.0%0.01%0.0%
Q2 2022$154,000
-18.9%
2,424
-1.4%
0.01%
-16.7%
Q1 2022$190,000
-9.5%
2,4590.0%0.01%0.0%
Q4 2021$210,000
+7.7%
2,459
-0.1%
0.01%
-14.3%
Q3 2021$195,000
-2.5%
2,462
-0.2%
0.01%
-12.5%
Q2 2021$200,000
+3.6%
2,4670.0%0.01%
-11.1%
Q1 2021$193,000
+83.8%
2,467
+69.2%
0.01%
+80.0%
Q4 2020$105,000
+18.0%
1,458
+293.0%
0.01%0.0%
Q3 2020$89,000
-15.2%
371
-20.7%
0.01%
-16.7%
Q2 2020$105,000
-4.5%
468
-24.3%
0.01%
-40.0%
Q1 2020$110,000
-72.6%
618
-63.3%
0.01%
-66.7%
Q4 2019$401,000
+2.8%
1,682
-3.3%
0.03%
-6.2%
Q3 2019$390,000
+24.6%
1,740
+25.6%
0.03%
+18.5%
Q2 2019$313,000
+17.2%
1,385
+13.5%
0.03%
+17.4%
Q1 2019$267,000
+14.1%
1,220
-0.5%
0.02%
+4.5%
Q4 2018$234,000
+368.0%
1,226
+470.2%
0.02%
+340.0%
Q3 2018$50,000
+4.2%
2150.0%0.01%0.0%
Q2 2018$48,000
+2.1%
2150.0%0.01%
-16.7%
Q1 2018$47,000
-24.2%
215
-39.4%
0.01%
-33.3%
Q3 2016$62,000
+5.1%
355
+1.4%
0.01%0.0%
Q2 2016$59,000
+3.5%
3500.0%0.01%
-10.0%
Q1 2016$57,000
-24.0%
350
-24.9%
0.01%
-33.3%
Q4 2015$75,000
+36.4%
466
+33.1%
0.02%
+15.4%
Q3 2015$55,000
-6.8%
3500.0%0.01%0.0%
Q2 2015$59,000
-1.7%
3500.0%0.01%
-13.3%
Q1 2015$60,000
+20.0%
350
+11.1%
0.02%
+25.0%
Q4 2014$50,000
+85.2%
315
+75.0%
0.01%
+33.3%
Q3 2014$27,000
-3.6%
1800.0%0.01%
-10.0%
Q2 2014$28,0000.0%1800.0%0.01%
-9.1%
Q1 2014$28,000
+3.7%
1800.0%0.01%
+10.0%
Q4 2013$27,000
+8.0%
1800.0%0.01%
-9.1%
Q3 2013$25,000
+8.7%
1800.0%0.01%
-8.3%
Q2 2013$23,0001800.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders