Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,644
+16.1%
68
+300.0%
0.00%
Q4 2020$4,0000.0%170.0%0.00%
Q3 2020$4,0000.0%170.0%0.00%
Q2 2020$4,000
+33.3%
170.0%0.00%
Q1 2020$3,000
-25.0%
170.0%0.00%
Q4 2019$4,0000.0%170.0%0.00%
Q3 2019$4,000
+300.0%
17
+325.0%
0.00%
Q3 2018$1,000
-50.0%
4
-66.7%
0.00%
Q4 2014$2,0000.0%120.0%0.00%
Q3 2014$2,0000.0%120.0%0.00%
Q2 2014$2,0000.0%120.0%0.00%
Q1 2014$2,0000.0%120.0%0.00%
-100.0%
Q4 2013$2,0000.0%120.0%0.00%0.0%
Q3 2013$2,0000.0%120.0%0.00%0.0%
Q2 2013$2,000120.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders