Rikoon Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders