Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 382 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,178
-3.7%
3,7400.0%0.05%0.0%
Q2 2023$280,500
+4.9%
3,7400.0%0.05%0.0%
Q1 2023$267,447
+4.7%
3,7400.0%0.05%
+1.9%
Q4 2022$255,442
+8.2%
3,7400.0%0.05%
-26.8%
Q3 2022$236,000
-10.9%
3,740
-10.1%
0.07%
+29.1%
Q2 2022$265,000
-17.4%
4,1600.0%0.06%
-5.2%
Q1 2022$321,000
-9.6%
4,1600.0%0.06%
-6.5%
Q4 2021$355,000
+7.9%
4,1600.0%0.06%
-1.6%
Q3 2021$329,000
-2.4%
4,1600.0%0.06%
-3.1%
Q2 2021$337,000
+3.4%
4,1600.0%0.06%
-3.0%
Q1 2021$326,000
+8.7%
4,1600.0%0.07%
-1.5%
Q4 2020$300,000
+17.6%
4,160
+290.6%
0.07%
+1.5%
Q3 2020$255,000
+4.5%
1,065
-2.3%
0.07%
-1.5%
Q2 2020$244,000
-9.6%
1,090
-28.1%
0.07%
-22.7%
Q1 2020$270,000
-25.2%
1,5150.0%0.09%
-2.2%
Q4 2019$361,000
+6.5%
1,5150.0%0.09%
-3.2%
Q3 2019$339,000
-1.2%
1,5150.0%0.09%
-4.1%
Q2 2019$343,000
+3.3%
1,5150.0%0.10%
+1.0%
Q1 2019$332,000
-0.9%
1,515
-13.6%
0.10%
-11.1%
Q4 2018$335,000
-18.1%
1,753
-0.2%
0.11%
-6.9%
Q3 2018$409,000
+11.7%
1,756
+7.7%
0.12%
+6.4%
Q2 2018$366,000
+2.8%
1,6300.0%0.11%0.0%
Q1 2018$356,000
+1.1%
1,6300.0%0.11%
-1.8%
Q4 2017$352,000
+5.4%
1,630
-1.2%
0.11%
+1.8%
Q3 2017$334,000
+3.1%
1,6500.0%0.11%
-2.7%
Q2 2017$324,000
+2.9%
1,6500.0%0.11%
+0.9%
Q1 2017$315,000
+4.7%
1,6500.0%0.11%0.0%
Q4 2016$301,000
+4.5%
1,6500.0%0.11%
-1.8%
Q3 2016$288,000
-17.0%
1,650
-19.5%
0.11%
-21.0%
Q2 2016$347,000
+29.5%
2,050
+24.2%
0.14%
+21.2%
Q1 2016$268,000
+0.8%
1,6500.0%0.12%
-1.7%
Q4 2015$266,000
+2.7%
1,6500.0%0.12%
+11.1%
Q3 2015$259,000
-7.5%
1,6500.0%0.11%
-4.4%
Q2 2015$280,000
-1.1%
1,6500.0%0.11%
-1.7%
Q1 2015$283,000
+7.6%
1,6500.0%0.12%
+2.7%
Q4 2014$263,000
+5.2%
1,6500.0%0.11%
-1.8%
Q3 2014$250,000
-3.5%
1,6500.0%0.11%
-18.6%
Q2 2014$259,000
+2.8%
1,6500.0%0.14%
-3.4%
Q1 2014$252,000
+1.6%
1,6500.0%0.14%
-4.6%
Q4 2013$248,0001,6500.15%
Other shareholders
ISHARES TR shareholders Q4 2016
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