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 ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders