MATHER GROUP, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 351 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
MATHER GROUP, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$284,673
-4.7%
3,941
-1.1%
0.01%0.0%
Q2 2023$298,849
-18.2%
3,985
-22.0%
0.01%
-16.7%
Q1 2023$365,401
+4.1%
5,110
-0.6%
0.01%
-14.3%
Q4 2022$350,980
+8.7%
5,139
+0.3%
0.01%0.0%
Q3 2022$323,000
-12.9%
5,125
-12.1%
0.01%
-12.5%
Q2 2022$371,000
+45.5%
5,828
+78.9%
0.01%
+14.3%
Q1 2021$255,000
-1.9%
3,258
-9.6%
0.01%
-12.5%
Q4 2020$260,000
+12.6%
3,602
+273.3%
0.01%
-11.1%
Q3 2020$231,000
+5.0%
965
-1.9%
0.01%
-10.0%
Q2 2020$220,000
+3.8%
984
-17.4%
0.01%
-33.3%
Q1 2020$212,000
-34.8%
1,191
-12.8%
0.02%
-25.0%
Q4 2019$325,000
+0.6%
1,366
-5.2%
0.02%
-16.7%
Q3 2019$323,000
-3.6%
1,441
-2.6%
0.02%
-11.1%
Q2 2019$335,000
+1.5%
1,480
-1.9%
0.03%0.0%
Q1 2019$330,000
+3.1%
1,508
-9.9%
0.03%
-6.9%
Q4 2018$320,000
-14.2%
1,674
+4.7%
0.03%
-12.1%
Q3 2018$373,000
-51.5%
1,599
-53.3%
0.03%
-56.0%
Q2 2018$769,000
-14.5%
3,421
-16.9%
0.08%
-19.4%
Q1 2018$899,000
+11.5%
4,117
+10.3%
0.09%
+3.3%
Q4 2017$806,000
+3.6%
3,734
-2.9%
0.09%
-5.3%
Q3 2017$778,000
+7.3%
3,845
+4.3%
0.10%
-1.0%
Q2 2017$725,000
+7.1%
3,686
+4.0%
0.10%
-5.9%
Q1 2017$677,000
+12.6%
3,544
+7.4%
0.10%
-3.8%
Q4 2016$601,000
+8.3%
3,300
+4.0%
0.11%
+1.9%
Q3 2016$555,000
+8.6%
3,174
+5.1%
0.10%0.0%
Q2 2016$511,000
+9.0%
3,021
+4.6%
0.10%
+4.0%
Q1 2016$469,000
+6.8%
2,887
+5.8%
0.10%
-2.0%
Q4 2015$439,000
+72.8%
2,730
+68.7%
0.10%
+52.2%
Q3 2015$254,000
+25.7%
1,618
+37.6%
0.07%
+26.4%
Q2 2015$202,0000.0%1,1760.0%0.05%0.0%
Q1 2015$202,000
-45.6%
1,176
-52.4%
0.05%
-62.4%
Q4 2013$371,0002,4720.14%
Other shareholders
ISHARES TR shareholders Q2 2016
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