IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 382 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$2,462,000
+2.5%
30,424
-0.8%
0.49%
-17.0%
Q1 2021$2,403,000
+120050.0%
30,661
+278636.4%
0.59%
+59200.0%
Q2 2019$2,000
-66.7%
11
-68.6%
0.00%
-66.7%
Q4 2016$6,000350.00%
Other shareholders
ISHARES TR shareholders Q4 2016
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