SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$26,000
-7.1%
5250.0%0.01%0.0%
Q4 2021$28,000
+3.7%
5250.0%0.01%0.0%
Q3 2021$27,000
-3.6%
5250.0%0.01%0.0%
Q2 2021$28,000
+3.7%
5250.0%0.01%
-12.5%
Q1 2021$27,000
-37.2%
525
-34.0%
0.01%
-38.5%
Q4 2020$43,000
-95.1%
796
-95.5%
0.01%
-95.9%
Q4 2018$869,000
+563.4%
17,649
+560.3%
0.32%
+496.2%
Q3 2018$131,000
+17.0%
2,673
+17.4%
0.05%
+10.4%
Q2 2018$112,000
+5.7%
2,276
+8.6%
0.05%
+2.1%
Q4 2017$106,000
+120.8%
2,096
+125.1%
0.05%
+176.5%
Q3 2017$48,000
+92.0%
931
+86.6%
0.02%
+21.4%
Q2 2017$25,000
+108.3%
499
+111.4%
0.01%
+100.0%
Q1 2017$12,0002360.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 552,421$25,494,23019.90%
ZRC WEALTH MANAGEMENT, LLC 376,827$17,390,57715.92%
Stone House Investment Management, LLC 924,482$42,664,83414.42%
High Falls Advisors, Inc 1,005,368$46,397,73413.81%
MCMORGAN & CO LLC 1,339,996$61,840,81812.73%
ONE Advisory Partners, LLC 468,953$21,642,19412.73%
Keystone Financial Services 463,902$21,409,08011.47%
Copperleaf Capital, LLC 245,381$11,324,32911.26%
TNF LLC 455,197$21,052,8719.47%
JB Capital LLC 2,203,547$101,693,7379.28%
View complete list of ISHARES TR shareholders