Rikoon Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rikoon Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$394,000
+8.5%
5,0310.0%0.10%
+4.0%
Q4 2020$363,000
+21.0%
5,031
+300.9%
0.10%
+8.6%
Q3 2020$300,000
+6.8%
1,255
+0.2%
0.09%
-1.1%
Q2 2020$281,000
+26.6%
1,253
+0.5%
0.09%
+2.2%
Q1 2020$222,000
-25.3%
1,2470.0%0.09%
-9.8%
Q4 2019$297,000
+7.2%
1,247
+0.6%
0.10%
-1.0%
Q3 2019$277,000
-1.1%
1,2390.0%0.10%
-1.0%
Q2 2019$280,000
+3.3%
1,239
+0.2%
0.10%
+3.0%
Q1 2019$271,000
+14.8%
1,236
+0.3%
0.10%
+3.1%
Q4 2018$236,000
-17.2%
1,232
+0.6%
0.10%
-3.0%
Q3 2018$285,000
+3.6%
1,225
+0.2%
0.10%
-3.8%
Q2 2018$275,000
+5.8%
1,2220.0%0.10%0.0%
Q1 2018$260,000
-1.1%
1,222
+0.2%
0.10%
-3.7%
Q4 2017$263,000
+7.3%
1,220
+0.6%
0.11%
+2.8%
Q3 2017$245,000
+3.4%
1,213
+0.2%
0.11%
+1.0%
Q2 2017$237,000
+0.9%
1,2100.0%0.10%
+1.0%
Q1 2017$235,000
+2.6%
1,210
+0.2%
0.10%
+3.0%
Q4 2016$229,000
+9.6%
1,208
+0.8%
0.10%
-38.8%
Q3 2016$209,0001,1990.16%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders