Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,097,098
+14.1%
70,371
+18.2%
0.02%
+233.3%
Q2 2023$4,465,947
+10.4%
59,546
+5.2%
0.01%
-92.6%
Q1 2023$4,046,238
-34.8%
56,582
-43.4%
0.08%
+2.5%
Q4 2022$6,207,832
-1.7%
100,024
-0.2%
0.08%
-1.2%
Q3 2022$6,318,000
-1.7%
100,258
-0.6%
0.08%
+1.3%
Q2 2022$6,430,000
-10.4%
100,908
+8.7%
0.08%
+5.3%
Q1 2022$7,176,000
-6.8%
92,867
+2.8%
0.08%
+1.4%
Q4 2021$7,703,000
+13.2%
90,348
+5.2%
0.07%
-19.6%
Q3 2021$6,804,000
-2.1%
85,9070.0%0.09%
-7.1%
Q2 2021$6,953,000
+91.4%
85,907
+85.4%
0.10%
+73.7%
Q1 2021$3,632,000
+8.1%
46,339
-0.4%
0.06%
+3.6%
Q4 2020$3,360,000
+20.9%
46,527
+300.2%
0.06%
+5.8%
Q3 2020$2,780,000
+7.5%
11,626
+0.7%
0.05%
-8.8%
Q2 2020$2,587,000
+25.6%
11,550
+0.1%
0.06%
-9.5%
Q1 2020$2,059,000
-24.8%
11,540
+0.3%
0.06%
-14.9%
Q4 2019$2,739,000
+6.4%
11,5030.0%0.07%
-6.3%
Q3 2019$2,575,000
-1.1%
11,5030.0%0.08%
-2.5%
Q2 2019$2,603,000
+3.3%
11,5030.0%0.08%
-17.3%
Q1 2019$2,520,000
+12.1%
11,503
-2.1%
0.10%
-26.3%
Q4 2018$2,247,00011,7530.13%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders