Edmonds Duncan Registered Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Edmonds Duncan Registered Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,877,301
-3.0%
25,987
+0.7%
0.53%
-9.5%
Q2 2023$1,936,350
+6.1%
25,818
+1.1%
0.58%
+3.0%
Q1 2023$1,825,364
+6.7%
25,526
+1.9%
0.56%
+1.3%
Q4 2022$1,710,164
+65.1%
25,039
+52.4%
0.56%
+52.0%
Q3 2022$1,036,000
+8.8%
16,432
+10.0%
0.37%
+12.2%
Q2 2022$952,000
-22.8%
14,940
-6.4%
0.33%
-9.2%
Q1 2022$1,233,000
+7.2%
15,959
+7.5%
0.36%
+18.8%
Q4 2021$1,150,000
-0.8%
14,840
+1.4%
0.30%
-14.2%
Q3 2021$1,159,000
-1.7%
14,639
+0.4%
0.35%
-3.8%
Q2 2021$1,179,000
+3.3%
14,574
+0.1%
0.37%
-2.9%
Q1 2021$1,141,000
+0.4%
14,560
+0.2%
0.38%
-0.3%
Q4 2020$1,136,000
-36.7%
14,538
+93.7%
0.38%
+1.3%
Q3 2020$1,796,000
+5.9%
7,506
-0.9%
0.37%
+1.6%
Q2 2020$1,696,000
+25.4%
7,572
-0.1%
0.37%
+7.0%
Q1 2020$1,352,000
-55.0%
7,580
-39.9%
0.34%
-71.8%
Q4 2019$3,004,000
-51.2%
12,616
-54.1%
1.22%
-5.8%
Q3 2019$6,150,000
-4.7%
27,472
-3.4%
1.29%
-2.8%
Q2 2019$6,452,000
+72.8%
28,436
+66.9%
1.33%
-14.4%
Q1 2019$3,733,000
-42.3%
17,039
-49.6%
1.55%
+2.7%
Q4 2018$6,466,000
+66.6%
33,814
+102.9%
1.51%
-4.8%
Q3 2018$3,882,000
-0.2%
16,666
-3.7%
1.59%
-6.1%
Q2 2018$3,888,000
-47.6%
17,298
-49.1%
1.69%
+1.5%
Q1 2018$7,426,000
+110.3%
34,016
+107.9%
1.67%
+4.9%
Q4 2017$3,531,000
+5.1%
16,363
+2.4%
1.59%
+1.9%
Q3 2017$3,359,000
-37.0%
15,979
-41.1%
1.56%
-49.2%
Q2 2017$5,333,000
-48.5%
27,125
-49.0%
3.07%
+11.8%
Q1 2017$10,348,000
+11.5%
53,156
+4.4%
2.75%
+2.0%
Q4 2016$9,278,000
+111.4%
50,920
+98.1%
2.69%
+1.4%
Q3 2016$4,389,000
-4.8%
25,707
-1.3%
2.66%
-4.2%
Q2 2016$4,611,000
-44.4%
26,052
-48.9%
2.77%
+0.4%
Q1 2016$8,290,000
+105.6%
50,984
+103.5%
2.76%
-0.4%
Q4 2015$4,033,00025,0592.77%
Other shareholders
ISHARES TR shareholders Q3 2023
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