Segment Wealth Management, 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
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,290,008
-3.7%
31,7000.0%0.23%
-4.5%
Q2 2023$2,377,500
+4.9%
31,7000.0%0.24%
-4.7%
Q1 2023$2,266,867
+4.7%
31,7000.0%0.26%
+2.0%
Q4 2022$2,165,110
+8.4%
31,7000.0%0.25%
+0.8%
Q3 2022$1,998,000
-1.1%
31,7000.0%0.25%
-2.7%
Q2 2022$2,020,000
-17.5%
31,7000.0%0.26%
+1.6%
Q1 2022$2,449,000
-9.4%
31,7000.0%0.25%
-11.3%
Q4 2021$2,703,000
+7.7%
31,7000.0%0.28%
-4.7%
Q3 2021$2,510,000
-2.1%
31,7000.0%0.30%
-2.0%
Q2 2021$2,565,000
+3.3%
31,7000.0%0.30%
-7.6%
Q1 2021$2,484,000
+8.5%
31,7000.0%0.33%
-0.3%
Q4 2020$2,289,000
+20.7%
31,700
+300.0%
0.33%
+7.1%
Q3 2020$1,896,000
+6.8%
7,9250.0%0.31%
-6.1%
Q2 2020$1,775,000
+25.5%
7,9250.0%0.33%
+4.1%
Q1 2020$1,414,000
-25.1%
7,9250.0%0.32%
-1.3%
Q4 2019$1,887,000
+6.4%
7,9250.0%0.32%
-8.1%
Q3 2019$1,774,000
-1.1%
7,9250.0%0.35%
-4.9%
Q2 2019$1,793,000
+3.3%
7,9250.0%0.36%
-0.8%
Q1 2019$1,736,000
+14.6%
7,9250.0%0.37%
-3.7%
Q4 2018$1,515,000
-17.9%
7,9250.0%0.38%
-5.0%
Q3 2018$1,846,000
+3.6%
7,9250.0%0.40%
-4.3%
Q2 2018$1,781,000
+2.9%
7,9250.0%0.42%
-2.3%
Q1 2018$1,730,000
+1.2%
7,9250.0%0.43%
+4.1%
Q4 2017$1,710,000
+6.6%
7,9250.0%0.41%
-3.1%
Q3 2017$1,604,000
+3.0%
7,9250.0%0.43%
-0.7%
Q2 2017$1,558,000
+3.0%
7,9250.0%0.43%
-13.0%
Q1 2017$1,513,000
+4.8%
7,9250.0%0.49%
-7.0%
Q4 2016$1,444,000
+4.3%
7,9250.0%0.53%
-2.8%
Q3 2016$1,385,000
+3.4%
7,9250.0%0.54%
-1.4%
Q2 2016$1,340,000
+4.0%
7,9250.0%0.55%
+15.0%
Q1 2016$1,289,000
+1.0%
7,9250.0%0.48%
-0.6%
Q4 2015$1,276,000
+2.5%
7,9250.0%0.48%
+1.7%
Q3 2015$1,245,000
-7.3%
7,9250.0%0.48%
+2.1%
Q2 2015$1,343,000
-1.2%
7,9250.0%0.47%
+2.6%
Q1 2015$1,359,0007,9250.45%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders