USCA RIA LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
USCA RIA LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$899,000
+3.3%
11,107
+0.1%
0.06%
-3.5%
Q1 2021$870,000
+98.2%
11,100
+82.8%
0.06%
+83.9%
Q4 2020$439,000
+20.9%
6,072
+300.0%
0.03%
+10.7%
Q3 2020$363,000
+6.8%
1,5180.0%0.03%
-6.7%
Q2 2020$340,000
-36.3%
1,518
+1.5%
0.03%
+42.9%
Q1 2020$534,000
-68.4%
1,496
-78.9%
0.02%
-86.1%
Q4 2019$1,692,000
+5.6%
7,105
-0.7%
0.15%
-3.8%
Q3 2019$1,602,000
-71.6%
7,158
-71.2%
0.16%
-72.6%
Q2 2019$5,632,000
+11.8%
24,890
+8.2%
0.57%
+4.4%
Q1 2019$5,039,000
+59.2%
22,999
+39.0%
0.55%
+30.2%
Q4 2018$3,165,000
-45.2%
16,549
-33.3%
0.42%
-28.4%
Q3 2018$5,776,000
+12.7%
24,794
+8.8%
0.59%
+6.9%
Q2 2018$5,124,000
+11.5%
22,795
+8.3%
0.55%
+8.7%
Q1 2018$4,597,000
+30.7%
21,053
+29.2%
0.51%
+30.4%
Q4 2017$3,517,000
+40.2%
16,293
+27.7%
0.39%
+19.4%
Q3 2017$2,509,0000.0%12,7610.0%0.32%
+1.2%
Q2 2017$2,509,000
+10.0%
12,761
+6.8%
0.32%
-4.2%
Q1 2017$2,281,000
-4.2%
11,950
-8.6%
0.34%
-8.7%
Q4 2016$2,382,000
-18.6%
13,074
-21.9%
0.37%
-24.3%
Q3 2016$2,925,000
+1.7%
16,739
-1.6%
0.48%
+0.4%
Q2 2016$2,877,000
+9.3%
17,011
+5.1%
0.48%
+1.3%
Q1 2016$2,632,000
+957.0%
16,184
+948.2%
0.48%
+783.3%
Q4 2015$249,000
+12.2%
1,544
+9.4%
0.05%
-3.6%
Q3 2015$222,000
-7.1%
1,4110.0%0.06%
-11.1%
Q2 2015$239,0001,4110.06%
Other shareholders
ISHARES TR shareholders Q4 2020
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