Clear Perspective Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

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 Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders