Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 561 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

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 Q2 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders