FineMark National Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 339 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$491,159
-25.6%
6,799
-22.7%
0.02%
-22.2%
Q2 2023$659,925
+2.4%
8,799
-2.3%
0.03%
-3.6%
Q1 2023$644,233
-7.9%
9,009
-12.0%
0.03%
-9.7%
Q4 2022$699,528
+5.2%
10,242
-2.9%
0.03%
-3.1%
Q3 2022$665,000
+16.1%
10,548
+17.3%
0.03%
+28.0%
Q2 2022$573,000
-58.4%
8,996
-49.6%
0.02%
-53.7%
Q1 2022$1,378,000
-28.9%
17,834
-21.6%
0.05%
-26.0%
Q4 2021$1,939,000
+10.5%
22,748
+2.7%
0.07%
-1.4%
Q3 2021$1,754,000
-1.2%
22,148
+0.9%
0.07%
+2.8%
Q2 2021$1,776,000
-1.5%
21,948
-4.6%
0.07%
-5.3%
Q1 2021$1,803,000
+13.5%
23,008
+4.5%
0.08%
+7.0%
Q4 2020$1,589,000
+20.7%
22,008
+300.0%
0.07%
+10.9%
Q3 2020$1,316,000
+4.2%
5,502
-2.4%
0.06%
-8.6%
Q2 2020$1,263,000
+25.5%
5,6360.0%0.07%
+11.1%
Q1 2020$1,006,000
-25.0%
5,6360.0%0.06%
-6.0%
Q4 2019$1,342,000
+6.3%
5,6360.0%0.07%0.0%
Q3 2019$1,262,000
-5.4%
5,636
-4.4%
0.07%
-9.5%
Q2 2019$1,334,000
+4.3%
5,894
+0.9%
0.07%0.0%
Q1 2019$1,279,000
+3.3%
5,839
-9.8%
0.07%
-11.9%
Q4 2018$1,238,000
-17.9%
6,4730.0%0.08%
-8.7%
Q3 2018$1,508,000
+3.6%
6,4730.0%0.09%
+4.5%
Q2 2018$1,455,000
+3.0%
6,4730.0%0.09%
-2.2%
Q1 2018$1,413,000
+1.1%
6,4730.0%0.09%
+1.1%
Q4 2017$1,397,000
+0.6%
6,473
-5.7%
0.09%
-4.3%
Q3 2017$1,389,000
+0.8%
6,863
-2.1%
0.09%
-6.1%
Q2 2017$1,378,000
+2.7%
7,008
-0.3%
0.10%
+1.0%
Q1 2017$1,342,000
+4.7%
7,028
-0.1%
0.10%
-4.9%
Q4 2016$1,282,000
+9.2%
7,036
+4.7%
0.10%
-17.6%
Q3 2016$1,174,000
+3.3%
6,7170.0%0.12%
-1.6%
Q2 2016$1,136,000
+1.8%
6,717
-2.1%
0.13%
-3.1%
Q1 2016$1,116,000
-3.2%
6,862
-4.2%
0.13%
-5.1%
Q4 2015$1,153,000
-0.5%
7,162
-3.0%
0.14%
-11.5%
Q3 2015$1,159,000
-7.9%
7,380
-0.7%
0.16%
-4.9%
Q2 2015$1,259,000
-4.5%
7,430
-3.4%
0.16%
-8.9%
Q1 2015$1,319,000
+2.2%
7,690
-4.8%
0.18%
-5.3%
Q4 2014$1,290,000
+6.2%
8,078
+0.7%
0.19%
-2.1%
Q3 2014$1,215,000
-14.6%
8,021
-11.5%
0.19%
-19.2%
Q2 2014$1,423,000
+1.6%
9,059
-1.1%
0.24%
-8.4%
Q1 2014$1,401,000
-12.0%
9,163
-13.5%
0.26%
-20.4%
Q4 2013$1,592,000
+88.0%
10,599
+74.0%
0.33%
+56.7%
Q3 2013$847,000
+75.0%
6,092
+62.8%
0.21%
+43.8%
Q2 2013$484,0003,7430.15%
Other shareholders
ISHARES TR shareholders Q1 2016
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