Blue Edge Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Blue Edge Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,094,258
-5.3%
153,575
-1.7%
2.32%
-1.5%
Q2 2023$11,714,700
+4.5%
156,196
-0.3%
2.36%
-2.6%
Q1 2023$11,207,977
+6.4%
156,733
+1.7%
2.42%
+1.0%
Q4 2022$10,528,923
-99.9%
154,157
+4.6%
2.40%
+4.3%
Q3 2022$9,288,014,000
-1.8%
147,382
-0.7%
2.30%
+4.6%
Q2 2022$9,460,527,000
-13.8%
148,447
+4.5%
2.20%
-0.1%
Q1 2022$10,981,072,000
-12.9%
142,113
-3.8%
2.20%
-9.5%
Q4 2021$12,600,490,000
+9.3%
147,789
+1.5%
2.43%
+1.0%
Q3 2021$11,533,628,000
-0.4%
145,645
+1.8%
2.41%
+0.2%
Q2 2021$11,575,337,000
+2.2%
143,029
-1.0%
2.40%
-4.7%
Q1 2021$11,326,346,000
+13.9%
144,524
+4.9%
2.52%
+4.9%
Q4 2020$9,947,727,000
+9.1%
137,742
+261.4%
2.40%
-3.2%
Q3 2020$9,115,867,000
+8.8%
38,113
+1.9%
2.48%
-1.1%
Q2 2020$8,375,212,000
+44.0%
37,386
+14.7%
2.51%
+19.2%
Q1 2020$5,815,605,000
-21.6%
32,588
+4.6%
2.10%
-10.2%
Q4 2019$7,416,529,000
+12.2%
31,147
+5.4%
2.34%
+3.5%
Q3 2019$6,612,279,000
-0.6%
29,538
+0.5%
2.26%
-2.8%
Q2 2019$6,651,219,000
+5.7%
29,395
+2.3%
2.33%
-2.5%
Q1 2019$6,293,496,000
+25.6%
28,724
+9.6%
2.39%
+10.7%
Q4 2018$5,010,732,000
-16.6%
26,203
+1.6%
2.16%
-3.3%
Q3 2018$6,006,547,000
+10.0%
25,786
+6.2%
2.23%
+2.2%
Q2 2018$5,459,982,000
+3.9%
24,290
+0.9%
2.18%
+3.2%
Q1 2018$5,255,421,000
+1.7%
24,071
+0.6%
2.12%
+2.6%
Q4 2017$5,166,754,000
+19.3%
23,939
+11.8%
2.06%
+4.4%
Q3 2017$4,331,313,000
+1.2%
21,404
-1.6%
1.98%
-2.0%
Q2 2017$4,278,058,000
-21.9%
21,758
-24.2%
2.02%
-26.4%
Q1 2017$5,477,590,000
+14.8%
28,692
+5.6%
2.74%
+2.2%
Q4 2016$4,773,276,000
-2.0%
27,169
-2.5%
2.68%
+0.8%
Q3 2016$4,869,026,000
+3.3%
27,866
-0.1%
2.66%
+1.9%
Q2 2016$4,714,787,000
+8.8%
27,880
+4.6%
2.61%
+1.5%
Q1 2016$4,333,719,000
-1.3%
26,651
-2.3%
2.57%
-10.2%
Q4 2015$4,389,862,000
+6.1%
27,273
+3.5%
2.86%
-3.4%
Q3 2015$4,137,908,000
-5.6%
26,353
+1.9%
2.96%
+3.7%
Q2 2015$4,382,592,000
+2.9%
25,856
+4.1%
2.86%
+0.1%
Q1 2015$4,258,250,000
+5.5%
24,828
-1.8%
2.86%
+3.3%
Q4 2014$4,036,617,000
+3.3%
25,281
-2.0%
2.76%
+0.8%
Q3 2014$3,907,259,000
-22.5%
25,799
-19.6%
2.74%
-19.9%
Q2 2014$5,038,655,000
+2.3%
32,077
-0.4%
3.42%
-0.5%
Q1 2014$4,926,624,000
+7.1%
32,217
+5.2%
3.44%
+2.2%
Q4 2013$4,601,220,00030,6363.36%
Other shareholders
ISHARES TR shareholders Q3 2023
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