Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 125 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$40,000
-2.4%
1,3500.0%0.01%0.0%
Q2 2021$41,000
+10.8%
1,3500.0%0.01%0.0%
Q1 2021$37,000
+19.4%
1,3500.0%0.01%0.0%
Q4 2020$31,000
+14.8%
1,3500.0%0.01%0.0%
Q3 2020$27,000
-6.9%
1,350
+258.1%
0.01%0.0%
Q2 2020$29,000
+31.8%
377
-72.1%
0.01%0.0%
Q1 2020$22,000
-46.3%
1,3500.0%0.01%
-28.6%
Q4 2019$41,000
+5.1%
1,3500.0%0.01%
-12.5%
Q3 2019$39,000
-4.9%
1,3500.0%0.01%0.0%
Q2 2019$41,000
-2.4%
1,3500.0%0.01%
-27.3%
Q1 2019$42,000
+13.5%
1,3500.0%0.01%
+10.0%
Q4 2018$37,000
-22.9%
1,3500.0%0.01%
-23.1%
Q3 2018$48,000
-4.0%
1,3500.0%0.01%
-7.1%
Q2 2018$50,000
+13.6%
1,3500.0%0.01%
+7.7%
Q1 2018$44,000
-12.0%
1,3500.0%0.01%
-18.8%
Q4 2017$50,000
+11.1%
1,3500.0%0.02%
+6.7%
Q3 2017$45,000
+7.1%
1,3500.0%0.02%
-6.2%
Q2 2017$42,000
-8.7%
1,3500.0%0.02%
-33.3%
Q1 2017$46,000
-6.1%
1,3500.0%0.02%
-20.0%
Q4 2016$49,000
+6.5%
1,3500.0%0.03%
+36.4%
Q3 2016$46,000
+2.2%
1,3500.0%0.02%0.0%
Q2 2016$45,0001,3500.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 321,389$11,564,0006.53%
MinichMacGregor Wealth Management, LLC 393,986$14,175,0005.84%
ODonnell Financial Services, LLC 187,102$6,723,0005.51%
Sowa Financial Group, Inc. 182,369$6,562,0005.00%
Milestone Advisory Partners 116,046$4,228,0003.43%
MENLO ADVISORS LLC 143,525$5,164,0003.42%
Family Firm, Inc. 262,974$9,462,0002.79%
AVALON CAPITAL MANAGEMENT 184,788$6,649,0002.72%
Zeit Capital LLC 54,440$1,959,0001.88%
INTERACTIVE FINANCIAL ADVISORS, INC. 66,187$2,369,0001.19%
View complete list of ISHARES TR shareholders