Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

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 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders