Berman Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,762,000
-1.8%
10,501
+0.3%
0.44%
-2.9%
Q2 2021$2,813,000
-38.6%
10,471
-40.5%
0.45%
-53.2%
Q1 2021$4,578,000
+10.2%
17,589
-2.7%
0.96%
-3.8%
Q4 2020$4,155,000
+17.5%
18,081
-5.3%
1.00%
-0.9%
Q3 2020$3,536,000
+4.3%
19,085
+0.1%
1.00%
+12.9%
Q2 2020$3,389,000
-1.0%
19,058
-19.9%
0.89%
-19.5%
Q1 2020$3,424,000
-29.9%
23,801
+0.3%
1.10%
-21.5%
Q4 2019$4,885,000
+7.4%
23,735
+0.8%
1.41%
-0.8%
Q3 2019$4,549,000
-0.9%
23,545
-0.3%
1.42%
-2.9%
Q2 2019$4,588,000
-13.5%
23,620
-15.7%
1.46%
-17.8%
Q1 2019$5,304,000
+29.6%
28,007
+13.6%
1.78%
+10.6%
Q4 2018$4,092,000
-20.8%
24,644
-4.0%
1.61%
-26.2%
Q3 2018$5,169,000
-36.7%
25,679
-38.8%
2.18%
-23.4%
Q2 2018$8,171,000
+25.4%
41,946
+20.7%
2.84%
+14.4%
Q1 2018$6,517,000
-5.3%
34,742
-4.2%
2.48%
+9.1%
Q4 2017$6,880,00036,2512.28%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders