SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$314,112
+2.0%
4,599
-5.9%
0.00%0.0%
Q3 2022$308,000
-17.9%
4,889
+2.3%
0.00%
-20.0%
Q1 2021$375,000
+8.7%
4,780
+0.1%
0.01%0.0%
Q4 2020$345,000
+13.1%
4,776
+274.6%
0.01%0.0%
Q3 2020$305,000
+152.1%
1,275
+151.5%
0.01%
+150.0%
Q4 2019$121,0005070.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders