IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$243,154
+5.0%
3,242
+0.1%
0.01%0.0%
Q1 2023$231,516
+4.9%
3,238
+0.2%
0.01%
-16.7%
Q4 2022$220,748
+8.7%
3,232
+0.2%
0.01%0.0%
Q3 2022$203,000
-1.0%
3,227
+0.2%
0.01%0.0%
Q2 2022$205,000
-17.3%
3,219
+0.1%
0.01%0.0%
Q1 2022$248,000
-9.5%
3,215
+0.1%
0.01%0.0%
Q4 2021$274,000
+7.9%
3,211
+0.1%
0.01%
-14.3%
Q3 2021$254,000
-1.9%
3,208
+0.1%
0.01%
-12.5%
Q2 2021$259,000
+23.3%
3,205
+241.7%
0.01%
-42.9%
Q2 2020$210,000
+4.0%
938
-17.1%
0.01%
-12.5%
Q1 2020$202,000
-24.9%
1,132
+0.4%
0.02%
-33.3%
Q4 2019$269,0001,1280.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders