VIRIDIAN RIA, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
VIRIDIAN RIA, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,002,000
-9.4%
0
-100.0%
0.46%
-0.4%
Q4 2021$2,210,000
-5.2%
25,9150.47%
-12.9%
Q2 2021$2,332,000
+1.5%
00.54%
-7.3%
Q1 2021$2,298,000
+15.7%
0
-100.0%
0.58%
+4.7%
Q4 2020$1,987,000
+22.1%
27,520
+304.4%
0.55%
+2.4%
Q3 2020$1,628,000
+6.2%
6,805
-0.6%
0.54%
-2.7%
Q2 2020$1,533,000
+25.5%
6,8450.0%0.55%0.0%
Q1 2020$1,222,000
-25.0%
6,8450.0%0.55%
-4.6%
Q4 2019$1,630,000
+6.4%
6,8450.0%0.58%
-8.9%
Q3 2019$1,532,000
+1.3%
6,8450.0%0.64%
+4.6%
Q2 2019$1,512,000
+0.9%
6,8450.0%0.61%
-8.0%
Q1 2019$1,499,000
+13.2%
6,845
-1.1%
0.66%
+0.3%
Q4 2018$1,324,000
-21.8%
6,924
-4.7%
0.66%
-11.5%
Q3 2018$1,693,0007,2690.75%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders