Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$377,960
-3.7%
5,2320.0%0.01%0.0%
Q2 2023$392,400
+4.9%
5,2320.0%0.01%0.0%
Q1 2023$374,140
+3.1%
5,232
-1.5%
0.01%
-12.5%
Q4 2022$362,810
+8.3%
5,3120.0%0.01%0.0%
Q3 2022$335,000
-1.5%
5,312
-0.5%
0.01%
+14.3%
Q2 2022$340,000
-18.9%
5,338
-1.6%
0.01%0.0%
Q1 2022$419,000
-11.0%
5,426
-1.7%
0.01%
-12.5%
Q4 2021$471,000
-11.0%
5,520
-17.4%
0.01%
-20.0%
Q3 2021$529,000
-2.2%
6,6800.0%0.01%0.0%
Q2 2021$541,000
+3.2%
6,6800.0%0.01%0.0%
Q1 2021$524,000
+8.5%
6,6800.0%0.01%0.0%
Q4 2020$483,000
+21.1%
6,680
+300.0%
0.01%0.0%
Q3 2020$399,000
+0.3%
1,670
-6.0%
0.01%
-9.1%
Q2 2020$398,000
+25.6%
1,7760.0%0.01%
+10.0%
Q1 2020$317,000
-25.2%
1,776
-0.3%
0.01%
-9.1%
Q4 2019$424,000
+480.8%
1,781
+431.6%
0.01%
+266.7%
Q4 2017$73,000
+7.4%
3350.0%0.00%0.0%
Q3 2017$68,000
+3.0%
3350.0%0.00%0.0%
Q2 2017$66,000
+3.1%
3350.0%0.00%0.0%
Q1 2017$64,000
+20.8%
335
+15.5%
0.00%
+50.0%
Q4 2016$53,000
+3.9%
2900.0%0.00%0.0%
Q3 2016$51,000
+4.1%
2900.0%0.00%0.0%
Q2 2016$49,000
+4.3%
2900.0%0.00%0.0%
Q1 2016$47,000
-63.3%
290
-63.6%
0.00%
-66.7%
Q4 2015$128,000
+85.5%
796
+82.2%
0.01%
+100.0%
Q3 2015$69,000
-6.8%
4370.0%0.00%0.0%
Q2 2015$74,000
-75.8%
437
-75.5%
0.00%
-78.6%
Q1 2015$306,000
+13.3%
1,7870.0%0.01%0.0%
Q3 2014$270,000
-9.7%
1,787
-6.4%
0.01%
-6.7%
Q2 2014$299,000
+2.4%
1,9090.0%0.02%
-6.2%
Q1 2014$292,000
+2.1%
1,9090.0%0.02%0.0%
Q4 2013$286,000
+7.9%
1,9090.0%0.02%
+6.7%
Q3 2013$265,000
+7.7%
1,9090.0%0.02%
+7.1%
Q2 2013$246,0001,9090.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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