Sullivan, Bruyette, Speros & Blaney, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 58 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sullivan, Bruyette, Speros & Blaney, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$268,000
+18.1%
1,4540.0%0.01%
+9.1%
Q4 2020$227,000
+19.5%
1,4540.0%0.01%0.0%
Q3 2020$190,000
+3.3%
1,4540.0%0.01%0.0%
Q2 2020$184,000
+18.7%
1,4540.0%0.01%0.0%
Q1 2020$155,000
-36.7%
1,4540.0%0.01%
-21.4%
Q4 2019$245,000
+4.7%
1,4540.0%0.01%0.0%
Q3 2019$234,000
+2.2%
1,4540.0%0.01%0.0%
Q2 2019$229,000
+1.3%
1,4540.0%0.01%0.0%
Q1 2019$226,000
+11.9%
1,4540.0%0.01%0.0%
Q4 2018$202,000
-14.0%
1,4540.0%0.01%
-33.3%
Q3 2018$235,000
+1.7%
1,4540.0%0.02%
-4.5%
Q2 2018$231,000
+1.8%
1,4540.0%0.02%0.0%
Q1 2018$227,000
-2.2%
1,4540.0%0.02%0.0%
Q4 2017$232,000
+5.5%
1,4540.0%0.02%0.0%
Q3 2017$220,000
+2.3%
1,4540.0%0.02%0.0%
Q2 2017$215,000
-0.5%
1,4540.0%0.02%
+4.8%
Q1 2017$216,000
+2.9%
1,4540.0%0.02%
-4.5%
Q4 2016$210,0001,4540.02%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Matrix Trust Co 112,516$18,114,0004.03%
Courage Miller Partners, LLC 13,092$2,108,0001.16%
Marietta Wealth Management, LLC 18,631$2,999,0001.09%
TAP Consulting, LLC 7,798$1,255,0000.74%
GHP Investment Advisors, Inc. 24,018$3,867,0000.48%
PACIFIC SUN FINANCIAL CORP 2,400$386,0000.36%
NWAM LLC 10,460$1,684,0000.32%
PLANNING DIRECTIONS INC 1,587$255,0000.24%
Titus Wealth Management 1,300$209,0000.19%
Bell Rock Capital LLC 1,102$179,0000.16%
View complete list of ISHARES TR shareholders