SIMON QUICK ADVISORS, LLC - 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
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 Q2 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders