Homrich & Berg - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 350 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,650,000
-2.1%
33,4580.0%0.06%
-6.3%
Q2 2021$2,708,000
+5.2%
33,458
+1.9%
0.06%
-6.0%
Q1 2021$2,573,000
+8.5%
32,8360.0%0.07%0.0%
Q4 2020$2,371,000
+20.8%
32,836
+300.0%
0.07%0.0%
Q3 2020$1,963,000
+6.7%
8,2090.0%0.07%
-9.5%
Q2 2020$1,839,000
+19.6%
8,209
-4.7%
0.07%
-14.9%
Q1 2020$1,537,000
-3.5%
8,611
+28.7%
0.09%
+17.6%
Q4 2019$1,593,000
+6.0%
6,690
-0.4%
0.07%
-3.9%
Q3 2019$1,503,000
-3.0%
6,715
-1.9%
0.08%
-6.1%
Q2 2019$1,549,000
+1.4%
6,845
-1.9%
0.08%
+2.5%
Q1 2019$1,528,000
+10.8%
6,976
-3.3%
0.08%
-1.2%
Q4 2018$1,379,000
-34.9%
7,213
-20.7%
0.08%
-36.7%
Q3 2018$2,119,000
+3.6%
9,098
-0.0%
0.13%
-14.1%
Q2 2018$2,046,000
+0.9%
9,101
-2.0%
0.15%
+5.7%
Q1 2018$2,028,000
-4.5%
9,291
-5.6%
0.14%
-3.4%
Q4 2017$2,124,000
+1.2%
9,843
-5.1%
0.15%
-12.0%
Q3 2017$2,099,000
+2.0%
10,373
-0.8%
0.17%
-8.3%
Q2 2017$2,057,000
-14.0%
10,461
-16.5%
0.18%
-12.1%
Q1 2017$2,392,000
+6.4%
12,531
+1.5%
0.21%
+1.5%
Q4 2016$2,249,000
+5.4%
12,345
+1.1%
0.20%
+3.6%
Q3 2016$2,133,000
+1.6%
12,210
-1.7%
0.20%
-2.0%
Q2 2016$2,100,000
+1.7%
12,417
-2.2%
0.20%
-2.0%
Q1 2016$2,065,000
-8.6%
12,701
-9.5%
0.20%
-1.0%
Q4 2015$2,259,000
-1.5%
14,037
-3.9%
0.21%
-14.9%
Q3 2015$2,294,000
-7.1%
14,600
+0.2%
0.24%
+0.4%
Q2 2015$2,470,000
-6.3%
14,572
-5.1%
0.24%
-6.9%
Q1 2015$2,635,000
-12.0%
15,362
-18.1%
0.26%
-14.5%
Q4 2014$2,995,000
-1.6%
18,760
-45.0%
0.30%
-1.6%
Q3 2014$3,045,000
-5.6%
34,081
+66.0%
0.31%
-15.8%
Q2 2014$3,225,000
+5.6%
20,529
+2.8%
0.37%
-8.0%
Q1 2014$3,054,000
+531.0%
19,970
+519.6%
0.40%
+494.0%
Q4 2013$484,0003,2230.07%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders