SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 413 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$52,000
-8.8%
6680.0%0.02%0.0%
Q4 2021$57,000
+9.6%
6680.0%0.02%
+15.4%
Q3 2021$52,000
-3.7%
6680.0%0.01%
-7.1%
Q2 2021$54,000
+3.8%
6680.0%0.01%
-6.7%
Q1 2021$52,000
+2.0%
668
-5.6%
0.02%0.0%
Q4 2020$51,000
+410.0%
708
+1120.7%
0.02%
+275.0%
Q1 2020$10,000
+150.0%
58
+222.2%
0.00%
+100.0%
Q1 2019$4,000
-93.2%
18
-93.9%
0.00%
-90.5%
Q3 2017$59,000
+1.7%
2940.0%0.02%
-36.4%
Q2 2017$58,000
+3.6%
2940.0%0.03%0.0%
Q1 2017$56,0002940.03%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders