TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,772,660
-5.4%
327,886
-2.1%
1.02%
-4.6%
Q2 2023$25,125,367
-16.6%
335,005
-20.5%
1.07%
-22.0%
Q1 2023$30,129,299
-57.1%
421,331
-59.1%
1.37%
-59.3%
Q4 2022$70,280,461
+220.4%
1,028,993
+195.7%
3.37%
+153.1%
Q3 2022$21,933,000
-5.1%
347,996
-4.0%
1.33%
-23.5%
Q2 2022$23,101,000
+1.0%
362,555
+22.5%
1.74%
+49.7%
Q1 2022$22,864,000
+50.2%
295,911
+65.7%
1.16%
+56.6%
Q4 2021$15,222,000
+16.0%
178,559
+7.7%
0.74%
+6.2%
Q3 2021$13,125,000
-2.7%
165,781
-0.5%
0.70%
+29.4%
Q2 2021$13,486,000
+3.0%
166,657
-0.3%
0.54%
-5.9%
Q1 2021$13,096,000
+7.9%
167,098
-0.6%
0.57%
-2.4%
Q4 2020$12,140,000
+17.6%
168,052
+289.4%
0.59%
+18.1%
Q3 2020$10,320,000
+17.6%
43,153
+10.1%
0.50%
+6.9%
Q2 2020$8,776,000
+117.1%
39,177
+72.9%
0.47%
+77.9%
Q1 2020$4,043,000
-16.3%
22,658
+11.6%
0.26%
+12.9%
Q4 2019$4,833,000
-2.2%
20,303
-8.0%
0.23%
-2.1%
Q3 2019$4,943,000
+1.1%
22,078
+2.2%
0.24%
-3.3%
Q2 2019$4,890,000
-4.9%
21,612
-8.0%
0.24%
+1.2%
Q1 2019$5,141,000
-23.9%
23,483
-33.5%
0.24%
-29.9%
Q4 2018$6,753,00035,3060.34%
Other shareholders
ISHARES TR shareholders Q1 2019
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