Sandy Spring Bank - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 380 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sandy Spring Bank ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,239,356
+6.3%
44,842
+10.3%
0.18%
+11.1%
Q2 2023$3,048,493
+13.8%
40,647
+8.5%
0.16%
+6.6%
Q1 2023$2,678,019
+8.9%
37,450
+4.0%
0.15%
+4.1%
Q4 2022$2,459,386
+36.7%
36,009
+26.2%
0.15%
+28.1%
Q3 2022$1,799,000
+1.6%
28,544
+2.8%
0.11%
+7.5%
Q2 2022$1,770,000
-20.4%
27,779
-3.5%
0.11%
-6.2%
Q1 2022$2,224,000
-14.1%
28,777
-5.2%
0.11%
-8.9%
Q4 2021$2,589,000
+8.6%
30,371
+1.0%
0.12%
-1.6%
Q3 2021$2,383,000
-2.3%
30,084
-0.1%
0.13%
-2.3%
Q2 2021$2,438,000
-0.6%
30,129
-3.7%
0.13%
-8.5%
Q1 2021$2,453,000
+3.9%
31,299
-4.2%
0.14%
-2.1%
Q4 2020$2,361,000
+18.5%
32,682
+292.3%
0.14%
+5.9%
Q3 2020$1,993,000
-4.5%
8,330
-10.6%
0.14%
-12.3%
Q2 2020$2,086,000
-2.1%
9,315
-22.0%
0.16%
-19.7%
Q1 2020$2,130,000
-43.2%
11,937
-24.2%
0.19%
-29.3%
Q4 2019$3,751,000
-12.7%
15,755
-17.9%
0.27%
-18.8%
Q3 2019$4,297,000
-4.4%
19,196
-3.4%
0.34%
-7.2%
Q2 2019$4,495,000
+1.8%
19,865
-1.4%
0.36%
-3.5%
Q1 2019$4,416,000
+5.9%
20,155
-7.6%
0.38%
-6.2%
Q4 2018$4,171,000
-19.6%
21,812
-2.1%
0.40%
-5.9%
Q3 2018$5,189,000
+2.0%
22,277
-1.6%
0.42%
-3.8%
Q2 2018$5,088,000
-1.8%
22,634
-4.7%
0.44%
-3.7%
Q1 2018$5,183,000
-6.1%
23,741
-7.2%
0.46%
-8.9%
Q4 2017$5,522,000
-20.9%
25,586
-25.8%
0.50%
-24.7%
Q3 2017$6,982,000
-8.9%
34,505
-11.5%
0.67%
-11.0%
Q2 2017$7,665,000
-0.0%
38,982
-2.9%
0.75%
-1.4%
Q1 2017$7,668,000
+6.3%
40,165
+1.4%
0.76%
+1.9%
Q4 2016$7,214,000
+6.2%
39,592
+1.9%
0.75%
+3.0%
Q3 2016$6,791,000
+4.3%
38,865
+0.9%
0.73%
-2.3%
Q2 2016$6,514,000
+10.8%
38,521
+6.6%
0.74%
+10.7%
Q1 2016$5,878,000
+30.3%
36,150
+29.0%
0.67%
+27.5%
Q4 2015$4,511,000
+110.7%
28,027
+105.7%
0.53%
+101.1%
Q3 2015$2,141,000
+302.4%
13,627
+334.3%
0.26%
+336.7%
Q2 2015$532,000
+454.2%
3,138
+462.4%
0.06%
+445.5%
Q1 2015$96,000
+7.9%
5580.0%0.01%0.0%
Q4 2014$89,000
+4.7%
5580.0%0.01%
+10.0%
Q3 2014$85,000
-3.4%
5580.0%0.01%
-9.1%
Q2 2014$88,000
+8700.0%
558
+4972.7%
0.01%
Q2 2013$1,000110.00%
Other shareholders
ISHARES TR shareholders Q1 2017
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