Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,518
-3.7%
9900.0%0.01%0.0%
Q2 2023$74,250
+4.9%
9900.0%0.01%0.0%
Q1 2023$70,795
+4.7%
9900.0%0.01%
+12.5%
Q4 2022$67,617
+9.1%
9900.0%0.01%
-20.0%
Q3 2022$62,000
-1.6%
9900.0%0.01%0.0%
Q2 2022$63,000
-17.1%
9900.0%0.01%
+11.1%
Q1 2022$76,000
-33.3%
990
-26.2%
0.01%
-30.8%
Q4 2021$114,000
+46.2%
1,342
+35.6%
0.01%
+44.4%
Q3 2021$78,000
-2.5%
9900.0%0.01%
-10.0%
Q2 2021$80,000
+27.0%
990
+23.8%
0.01%
-9.1%
Q1 2021$63,000
+8.6%
8000.0%0.01%
-8.3%
Q4 2020$58,000
+20.8%
800
+300.0%
0.01%
+9.1%
Q3 2020$48,000
+9.1%
2000.0%0.01%0.0%
Q2 2020$44,000
+25.7%
2000.0%0.01%
+10.0%
Q1 2020$35,000
-27.1%
2000.0%0.01%
-16.7%
Q4 2019$48,000
+6.7%
2000.0%0.01%
+9.1%
Q3 2019$45,0000.0%2000.0%0.01%
-8.3%
Q2 2019$45,000
+2.3%
2000.0%0.01%0.0%
Q1 2019$44,0002000.01%
Other shareholders
ISHARES TR shareholders Q1 2019
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