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

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 67 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2018
NameSharesValueWeighting ↓
Matrix Trust Co 224,112$13,5793.54%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 92,937$5,631,0351.91%
Black Diamond Financial, LLC 72,156$4,371,9321.35%
PCA Investment Advisory Services Inc. 27,044$1,638,6061.17%
FLAGSTAR ADVISORS INC 35,905$2,191,2570.83%
BEDEL FINANCIAL CONSULTING INC 59,356$3,596,4070.73%
Marietta Wealth Management, LLC 59,210$3,587,5340.71%
Rodgers & Associates, LTD 77,432$4,691,6070.71%
Orgel Wealth Management, LLC 325,949$19,749,2500.67%
Courage Miller Partners, LLC 22,224$1,346,5520.55%
View complete list of ISHARES TR shareholders