Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,003
-3.7%
1800.0%0.00%0.0%
Q2 2023$13,500
+4.9%
1800.0%0.00%0.0%
Q1 2023$12,872
+4.7%
1800.0%0.00%0.0%
Q4 2022$12,294
+11.8%
1800.0%0.00%0.0%
Q3 2022$11,0000.0%1800.0%0.00%0.0%
Q2 2022$11,000
-21.4%
1800.0%0.00%
-33.3%
Q1 2022$14,000
-6.7%
1800.0%0.00%0.0%
Q4 2021$15,000
+7.1%
1800.0%0.00%0.0%
Q3 2021$14,000
-6.7%
1800.0%0.00%0.0%
Q2 2021$15,000
+7.1%
1800.0%0.00%0.0%
Q1 2021$14,000
+7.7%
1800.0%0.00%0.0%
Q4 2020$13,000
-67.5%
180
+6.5%
0.00%
-70.0%
Q3 2020$40,000
+5.3%
1690.0%0.01%0.0%
Q2 2020$38,000
+26.7%
1690.0%0.01%
+11.1%
Q1 2020$30,000
-25.0%
1690.0%0.01%0.0%
Q4 2019$40,000
+5.3%
1690.0%0.01%
-10.0%
Q3 2019$38,0000.0%1690.0%0.01%0.0%
Q2 2019$38,000
+2.7%
1690.0%0.01%0.0%
Q1 2019$37,000
+15.6%
1690.0%0.01%
+11.1%
Q4 2018$32,000
-17.9%
1690.0%0.01%
-10.0%
Q3 2018$39,000
+2.6%
1690.0%0.01%0.0%
Q2 2018$38,000
+2.7%
1690.0%0.01%0.0%
Q1 2018$37,000
+2.8%
1690.0%0.01%0.0%
Q4 2017$36,000
+5.9%
1690.0%0.01%0.0%
Q3 2017$34,000
+3.0%
1690.0%0.01%
-9.1%
Q2 2017$33,000
+3.1%
1690.0%0.01%
+10.0%
Q1 2017$32,000
+3.2%
1690.0%0.01%
-9.1%
Q4 2016$31,000
+3.3%
1690.0%0.01%
+10.0%
Q3 2016$30,000
+3.4%
1690.0%0.01%0.0%
Q2 2016$29,000
+7.4%
1690.0%0.01%0.0%
Q1 2016$27,0000.0%1690.0%0.01%0.0%
Q4 2015$27,0000.0%1690.0%0.01%0.0%
Q3 2015$27,000
-6.9%
1690.0%0.01%
-9.1%
Q2 2015$29,0000.0%1690.0%0.01%0.0%
Q1 2015$29,000
+7.4%
1690.0%0.01%0.0%
Q4 2014$27,000
+42.1%
169
+36.3%
0.01%
+37.5%
Q3 2014$19,0000.0%1240.0%0.01%0.0%
Q2 2014$19,0000.0%1240.0%0.01%
-11.1%
Q1 2014$19,000
-50.0%
124
-50.0%
0.01%
-10.0%
Q4 2013$38,000
+123.5%
248
+100.0%
0.01%0.0%
Q3 2013$17,000
+6.2%
1240.0%0.01%
-9.1%
Q2 2013$16,0000.0%1240.0%0.01%0.0%
Q1 2013$16,000
+14.3%
1240.0%0.01%0.0%
Q4 2012$14,0001240.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders