WMS Partners, LLC - 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
WMS Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$510,015
-3.7%
7,0600.0%0.04%
-4.8%
Q2 2023$529,500
+4.9%
7,0600.0%0.04%
-4.5%
Q1 2023$504,861
+2.6%
7,060
-2.0%
0.04%
-10.2%
Q4 2022$491,828
+8.3%
7,2010.0%0.05%
-21.0%
Q3 2022$454,000
-1.3%
7,201
-0.3%
0.06%
-13.9%
Q2 2022$460,000
-17.6%
7,2200.0%0.07%
-5.3%
Q1 2022$558,000
-9.4%
7,2200.0%0.08%
-42.0%
Q4 2021$616,000
+7.7%
7,2200.0%0.13%
+56.0%
Q3 2021$572,000
-2.1%
7,2200.0%0.08%
-2.3%
Q2 2021$584,000
+3.2%
7,2200.0%0.09%
-33.3%
Q1 2021$566,000
+11.0%
7,220
+2.3%
0.13%
+46.6%
Q4 2020$510,000
+20.9%
7,060
+300.0%
0.09%
+7.3%
Q3 2020$422,000
+6.8%
1,7650.0%0.08%0.0%
Q2 2020$395,000
+25.4%
1,7650.0%0.08%
-5.7%
Q1 2020$315,000
-33.4%
1,765
-11.2%
0.09%
-17.9%
Q4 2019$473,000
-2.1%
1,988
-7.9%
0.11%
-8.6%
Q3 2019$483,000
-1.0%
2,1580.0%0.12%
-3.3%
Q2 2019$488,000
+11.9%
2,158
+8.6%
0.12%
+10.1%
Q1 2019$436,000
+9.5%
1,988
-4.4%
0.11%
-1.8%
Q4 2018$398,000
-48.6%
2,079
-37.5%
0.11%
+27.6%
Q3 2018$775,000
+3.6%
3,3290.0%0.09%0.0%
Q2 2018$748,000
+2.9%
3,3290.0%0.09%
+1.2%
Q1 2018$727,000
+1.3%
3,3290.0%0.09%
+6.2%
Q4 2017$718,000
+6.5%
3,3290.0%0.08%
+1.2%
Q3 2017$674,000
-0.9%
3,329
-3.7%
0.08%
-4.8%
Q2 2017$680,000
+6.9%
3,456
+3.8%
0.08%
+5.0%
Q1 2017$636,000
+12.4%
3,329
+7.2%
0.08%
+6.7%
Q4 2016$566,000
+4.2%
3,1060.0%0.08%
+2.7%
Q3 2016$543,000
+6.5%
3,106
+3.0%
0.07%
+2.8%
Q2 2016$510,000
+4.1%
3,0150.0%0.07%
+4.4%
Q1 2016$490,000
+1.0%
3,0150.0%0.07%
-2.9%
Q4 2015$485,000
+2.3%
3,0150.0%0.07%
-2.8%
Q3 2015$474,000
-7.2%
3,0150.0%0.07%
+22.0%
Q2 2015$511,000
-10.4%
3,015
-9.3%
0.06%
-15.7%
Q1 2015$570,000
+7.3%
3,3250.0%0.07%
-14.6%
Q4 2014$531,000
+5.4%
3,3250.0%0.08%
+3.8%
Q3 2014$504,000
-3.4%
3,3250.0%0.08%
-1.2%
Q2 2014$522,000
+2.8%
3,3250.0%0.08%
-1.2%
Q1 2014$508,000
+1.8%
3,3250.0%0.08%
-1.2%
Q4 2013$499,000
+7.8%
3,3250.0%0.08%
-6.8%
Q3 2013$463,000
+8.2%
3,3250.0%0.09%
+12.8%
Q2 2013$428,0003,3250.08%
Other shareholders
ISHARES TR shareholders Q1 2021
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