Crescent Grove Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$602,426
-3.3%
8,3090.0%0.08%
+11.9%
Q2 2023$623,175
-12.9%
8,309
-17.0%
0.07%
-19.3%
Q1 2023$715,815
+4.7%
10,0100.0%0.08%
+16.9%
Q4 2022$683,683
+6.2%
10,010
-2.0%
0.07%
-4.1%
Q3 2022$644,000
-1.1%
10,2180.0%0.07%
+7.2%
Q2 2022$651,000
-17.6%
10,2180.0%0.07%
-10.4%
Q1 2022$790,000
-16.0%
10,218
-7.3%
0.08%
-12.5%
Q4 2021$940,000
+7.7%
11,0250.0%0.09%
-5.4%
Q3 2021$873,000
-2.8%
11,025
-0.6%
0.09%
-1.1%
Q2 2021$898,000
+3.3%
11,0900.0%0.09%
-7.8%
Q1 2021$869,000
+41.5%
11,090
+30.5%
0.10%
+27.5%
Q4 2020$614,000
+7.7%
8,499
+256.5%
0.08%
-29.8%
Q3 2020$570,000
+2.3%
2,384
-4.1%
0.11%
-3.4%
Q2 2020$557,000
+24.6%
2,486
-0.6%
0.12%
+19.2%
Q1 2020$447,000
-82.5%
2,502
-76.7%
0.10%
-77.7%
Q4 2019$2,554,000
+320.8%
10,727
+295.7%
0.44%
+281.9%
Q3 2019$607,000
+17.6%
2,711
+18.9%
0.12%
+19.6%
Q2 2019$516,000
+19.4%
2,280
+15.6%
0.10%
+9.0%
Q1 2019$432,000
-44.5%
1,972
-51.5%
0.09%
-46.4%
Q4 2018$778,0004,0680.17%
Other shareholders
ISHARES TR shareholders Q1 2023
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