Johnson Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Johnson Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,151
-3.3%
1400.0%0.00%0.0%
Q2 2023$10,500
-49.0%
140
-51.4%
0.00%0.0%
Q1 2023$20,595
+4.7%
2880.0%0.00%
-50.0%
Q4 2022$19,670
-14.5%
288
-20.0%
0.00%0.0%
Q3 2022$23,0000.0%3600.0%0.00%0.0%
Q2 2022$23,000
-53.1%
360
-44.1%
0.00%
-33.3%
Q1 2022$49,000
-10.9%
6440.0%0.00%0.0%
Q4 2021$55,000
+7.8%
6440.0%0.00%0.0%
Q3 2021$51,000
-1.9%
6440.0%0.00%0.0%
Q2 2021$52,000
+2.0%
6440.0%0.00%0.0%
Q1 2021$51,000
+8.5%
6440.0%0.00%
-25.0%
Q4 2020$47,000
-84.4%
644
-48.9%
0.00%
-87.1%
Q3 2020$302,000
+6.7%
1,2610.0%0.03%
+3.3%
Q2 2020$283,000
+8.4%
1,261
-13.8%
0.03%
-3.2%
Q1 2020$261,000
-41.0%
1,463
-21.2%
0.03%
-22.5%
Q4 2019$442,000
+6.2%
1,8570.0%0.04%
+5.3%
Q3 2019$416,000
-68.1%
1,857
-67.7%
0.04%
-67.2%
Q2 2019$1,303,000
-4.3%
5,757
-7.3%
0.12%
-4.1%
Q1 2019$1,361,000
+5.1%
6,213
-8.2%
0.12%
-9.0%
Q4 2018$1,295,000
-18.0%
6,768
-0.2%
0.13%
-17.4%
Q3 2018$1,580,000
+3.3%
6,781
-0.4%
0.16%
-4.2%
Q2 2018$1,529,000
+2.8%
6,805
-0.1%
0.17%
-5.6%
Q1 2018$1,487,000
+1.0%
6,810
-0.1%
0.18%
-1.1%
Q4 2017$1,472,000
+13.9%
6,817
+6.7%
0.18%
+5.9%
Q3 2017$1,292,000
+3.4%
6,388
+0.4%
0.17%
-5.6%
Q2 2017$1,250,000
+6.8%
6,361
+3.8%
0.18%
+22.4%
Q1 2017$1,170,000
+17.4%
6,130
+12.0%
0.15%
+7.3%
Q4 2016$997,000
-0.5%
5,473
-4.5%
0.14%
+2.2%
Q3 2016$1,002,000
-3.0%
5,733
-6.1%
0.13%
-6.3%
Q2 2016$1,033,000
-5.7%
6,108
-9.4%
0.14%
-34.7%
Q1 2016$1,096,000
+104.5%
6,743
+102.6%
0.22%
+97.3%
Q4 2015$536,000
+306.1%
3,328
+296.2%
0.11%
+282.8%
Q3 2015$132,000
-7.0%
8400.0%0.03%0.0%
Q2 2015$142,000
-14.5%
840
-13.0%
0.03%
-19.4%
Q1 2015$166,000
+50.9%
965
+39.9%
0.04%
+38.5%
Q4 2014$110,000
+4.8%
6900.0%0.03%
-3.7%
Q3 2014$105,000
-2.8%
6900.0%0.03%
-3.6%
Q2 2014$108,000
+1.9%
6900.0%0.03%
-9.7%
Q1 2014$106,000
+26.2%
690
+23.2%
0.03%
+29.2%
Q4 2013$84,000
+110.0%
560
+80.6%
0.02%
+118.2%
Q2 2013$40,0003100.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders