IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 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 Q4 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders