NewFocus Financial Group, 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
NewFocus Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$3,011,000
+20.2%
41,692
+298.1%
0.89%
+6.1%
Q3 2020$2,505,000
+3.3%
10,473
-3.3%
0.84%
-4.0%
Q2 2020$2,426,000
+18.9%
10,830
-5.3%
0.87%
-7.6%
Q1 2020$2,040,000
-28.0%
11,433
-3.9%
0.94%
-14.8%
Q4 2019$2,832,000
+5.4%
11,895
-0.9%
1.11%
-6.2%
Q3 2019$2,686,000
-1.5%
11,999
-0.4%
1.18%
-6.6%
Q2 2019$2,726,000
+3.3%
12,0460.0%1.26%
-4.2%
Q1 2019$2,639,000
+12.5%
12,046
-1.8%
1.32%
-4.9%
Q4 2018$2,346,000
-17.9%
12,2680.0%1.38%
-10.3%
Q3 2018$2,858,000
+1.5%
12,268
-2.1%
1.54%
-9.0%
Q2 2018$2,817,000
+1.7%
12,532
-1.2%
1.70%
-2.5%
Q1 2018$2,769,000
-2.6%
12,681
-3.7%
1.74%
+0.5%
Q4 2017$2,842,000
+4.8%
13,169
-1.7%
1.73%
-1.6%
Q3 2017$2,711,000
-10.1%
13,395
-12.7%
1.76%
+3.3%
Q2 2017$3,017,000
+2.7%
15,346
-0.3%
1.70%
-6.0%
Q1 2017$2,938,000
+4.7%
15,388
-0.1%
1.81%
-4.1%
Q4 2016$2,805,000
+3.7%
15,396
-0.5%
1.89%
-3.5%
Q3 2016$2,704,000
+2.3%
15,477
-1.0%
1.96%
+0.3%
Q2 2016$2,643,000
+2.5%
15,627
-1.4%
1.95%
+3.6%
Q1 2016$2,578,000
+0.4%
15,856
-0.6%
1.89%
+5.7%
Q4 2015$2,567,000
+1.6%
15,949
-0.9%
1.79%
-8.0%
Q3 2015$2,527,000
-7.4%
16,086
-0.1%
1.94%
+10.4%
Q2 2015$2,730,000
-2.5%
16,108
-1.4%
1.76%
+0.7%
Q1 2015$2,801,000
-42.3%
16,330
-46.3%
1.75%
-47.8%
Q4 2014$4,853,000
+5.1%
30,391
-0.3%
3.34%
-10.1%
Q3 2014$4,618,000
-5.3%
30,491
-1.8%
3.72%
-3.5%
Q2 2014$4,878,000
-3.3%
31,057
-5.8%
3.86%
-7.6%
Q1 2014$5,044,000
-0.5%
32,985
-2.3%
4.17%
-2.4%
Q4 2013$5,069,00033,7494.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders