KELLEHER FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 413 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
KELLEHER FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$309,000
+18.4%
1,3700.0%0.38%
-9.1%
Q4 2018$261,000
-26.3%
1,370
-9.9%
0.42%
-8.9%
Q3 2018$354,000
+3.8%
1,5200.0%0.46%
-5.7%
Q2 2018$341,000
+3.0%
1,5200.0%0.49%
+8.2%
Q1 2018$331,000
+0.9%
1,5200.0%0.45%
-12.9%
Q4 2017$328,000
-9.9%
1,520
-15.7%
0.52%
-32.4%
Q3 2017$364,000
+2.8%
1,8030.0%0.77%
+12.2%
Q2 2017$354,000
+2.9%
1,8030.0%0.68%
-6.9%
Q1 2017$344,000
+4.9%
1,8030.0%0.73%
+303.3%
Q4 2016$328,000
+3.1%
1,803
-1.0%
0.18%
+1.1%
Q3 2016$318,000
+3.6%
1,8210.0%0.18%
-3.2%
Q2 2016$307,000
+3.7%
1,8210.0%0.19%
+14.1%
Q1 2016$296,000
-7.8%
1,821
-8.7%
0.16%
-25.2%
Q4 2015$321,000
+2.6%
1,9950.0%0.22%
+4.8%
Q3 2015$313,000
-7.4%
1,9950.0%0.21%
+7.8%
Q2 2015$338,000
-1.2%
1,9950.0%0.19%
+2.1%
Q1 2015$342,000
+7.5%
1,9950.0%0.19%
+10.5%
Q4 2014$318,000
+1.9%
1,9950.0%0.17%
+1.2%
Q3 2014$312,000
-7.1%
1,995
-6.9%
0.17%
-3.4%
Q2 2014$336,000
+2.8%
2,1420.0%0.18%
-1.7%
Q1 2014$327,000
+1.6%
2,1420.0%0.18%
+6.6%
Q4 2013$322,000
+8.1%
2,1420.0%0.17%
-1.8%
Q3 2013$298,000
+8.0%
2,1420.0%0.17%
+0.6%
Q2 2013$276,0002,1420.17%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders