QUEST CAPITAL MANAGEMENT INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
QUEST CAPITAL MANAGEMENT INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,173,000
+6.2%
25,485
-1.4%
0.37%
-7.2%
Q3 2021$2,047,000
-6.6%
25,852
-4.6%
0.40%
-8.0%
Q2 2021$2,192,000
-0.3%
27,089
-3.4%
0.44%
-7.2%
Q1 2021$2,198,000
+5.7%
28,041
-2.6%
0.47%
-3.1%
Q4 2020$2,079,000
+20.1%
28,788
+297.8%
0.49%
+1.5%
Q3 2020$1,731,000
+7.0%
7,236
+0.2%
0.48%
-1.4%
Q2 2020$1,618,000
+5.8%
7,222
-15.8%
0.49%
-7.4%
Q1 2020$1,530,000
-76.3%
8,574
-68.4%
0.52%
-66.0%
Q4 2019$6,460,000
-13.7%
27,130
-18.9%
1.54%
-16.4%
Q3 2019$7,488,000
-20.0%
33,450
-19.1%
1.85%
-22.7%
Q2 2019$9,356,000
+0.7%
41,348
-2.5%
2.39%
+3.0%
Q1 2019$9,293,000
+20.3%
42,425
+5.0%
2.32%
+3.3%
Q4 2018$7,726,00040,4042.25%
Other shareholders
ISHARES TR shareholders Q1 2020
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