Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 496 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$819,000
-25.1%
4,5910.0%0.20%
+0.5%
Q4 2019$1,093,000
-4.6%
4,591
-10.3%
0.20%
-12.0%
Q3 2019$1,146,000
-1.0%
5,1180.0%0.22%
-3.4%
Q2 2019$1,158,000
-12.2%
5,118
-15.0%
0.23%
-14.7%
Q1 2019$1,319,000
-1.0%
6,020
-13.6%
0.27%
-11.4%
Q4 2018$1,332,000
-17.5%
6,966
+0.5%
0.31%
-6.4%
Q3 2018$1,614,000
+3.8%
6,930
+0.2%
0.33%
+3.5%
Q2 2018$1,555,000
+4.9%
6,917
+1.9%
0.32%
+0.6%
Q1 2018$1,482,000
+1.4%
6,787
+0.2%
0.32%
+3.6%
Q4 2017$1,462,000
+3.2%
6,774
-3.2%
0.30%
-2.6%
Q3 2017$1,417,000
+3.1%
7,001
+0.2%
0.31%
+0.6%
Q2 2017$1,374,000
+4.1%
6,987
+1.1%
0.31%
-1.9%
Q1 2017$1,320,0006,9120.32%
Other shareholders
ISHARES TR shareholders Q3 2018
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