Clear Perspective Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 552 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$378,000
+7.7%
4,4370.0%0.12%
-4.2%
Q3 2021$351,000
-2.2%
4,4370.0%0.12%
-4.0%
Q2 2021$359,000
+3.2%
4,437
-0.0%
0.12%
-8.1%
Q1 2021$348,000
+13.7%
4,439
+4.9%
0.14%
+8.8%
Q4 2020$306,000
-71.3%
4,232
+284.0%
0.12%
-75.0%
Q3 2020$1,065,000
+331.2%
1,1020.0%0.50%
+270.4%
Q2 2020$247,000
-7.5%
1,102
-1.8%
0.14%
-18.2%
Q4 2019$267,000
+6.4%
1,1220.0%0.16%
+44.7%
Q3 2019$251,000
-1.2%
1,1220.0%0.11%
-30.1%
Q2 2019$254,000
+3.3%
1,1220.0%0.16%
-6.9%
Q1 2019$246,000
+21.8%
1,122
+6.0%
0.18%
+4.2%
Q4 2018$202,000
-17.9%
1,0580.0%0.17%
-7.7%
Q3 2018$246,000
+106.7%
1,058
+100.0%
0.18%
+119.3%
Q2 2018$119,000
+3.5%
5290.0%0.08%
-3.5%
Q1 2018$115,000
+0.9%
5290.0%0.09%
-1.1%
Q4 2017$114,000
+3.6%
529
-2.8%
0.09%
-3.3%
Q3 2017$110,000
+3566.7%
544
+3526.7%
0.09%
+2900.0%
Q2 2017$3,0000.0%150.0%0.00%
+50.0%
Q1 2017$3,0000.0%150.0%0.00%0.0%
Q4 2016$3,000150.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders