SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,215,890
-2.7%
13,628
+3.7%
0.12%0.0%
Q2 2023$1,250,243
-4.2%
13,148
-5.7%
0.12%
-18.4%
Q1 2023$1,305,135
-0.9%
13,945
-3.3%
0.14%
-9.6%
Q4 2022$1,316,633
+10.6%
14,419
-0.1%
0.16%
-7.1%
Q3 2022$1,190,000
-10.1%
14,436
+4.9%
0.17%
-2.9%
Q2 2022$1,323,000
+2776.1%
13,762
+2931.3%
0.17%
+1230.8%
Q1 2022$46,000
-2.1%
4540.0%0.01%0.0%
Q4 2021$47,000
+4.4%
4540.0%0.01%
+8.3%
Q3 2021$45,000
-4.3%
4540.0%0.01%0.0%
Q2 2021$47,000
+4.4%
4540.0%0.01%
-7.7%
Q1 2021$45,000
-8.2%
454
-24.8%
0.01%
-13.3%
Q4 2020$49,000
+1533.3%
604
+1982.8%
0.02%
+1400.0%
Q1 2020$3,0000.0%29
+61.1%
0.00%0.0%
Q1 2019$3,000180.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders