Haverford Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$359,466
-3.7%
4,9760.0%0.00%0.0%
Q2 2023$373,200
+0.1%
4,976
-4.6%
0.00%0.0%
Q1 2023$372,853
+86.2%
5,214
+77.8%
0.00%
+100.0%
Q4 2022$200,256
-70.2%
2,932
-72.5%
0.00%
-77.8%
Q3 2022$671,000
+9.5%
10,644
+10.7%
0.01%
+12.5%
Q2 2022$613,000
+159.7%
9,612
+214.9%
0.01%
+166.7%
Q1 2022$236,000
-11.3%
3,052
-2.1%
0.00%0.0%
Q4 2021$266,000
+9.9%
3,117
+2.1%
0.00%0.0%
Q3 2021$242,000
-51.0%
3,052
-7.5%
0.00%0.0%
Q2 2021$494,000
+106.7%
3,299
+8.1%
0.00%0.0%
Q1 2021$239,000
+8.6%
3,0520.0%0.00%0.0%
Q4 2020$220,000
+5.8%
3,052
+228.9%
0.00%
-25.0%
Q2 2020$208,000
-5.9%
9280.0%0.00%0.0%
Q4 2019$221,000
+6.2%
9280.0%0.00%0.0%
Q3 2019$208,000
-1.0%
9280.0%0.00%0.0%
Q2 2019$210,000
-18.6%
928
-21.2%
0.00%
-20.0%
Q1 2019$258,000
+7.9%
1,178
+14.6%
0.01%
+25.0%
Q3 2018$239,000
-3.2%
1,028
-6.5%
0.00%
-20.0%
Q2 2018$247,000
+14.4%
1,099
+11.2%
0.01%
+25.0%
Q1 2018$216,0009880.00%
Other shareholders
ISHARES TR shareholders Q4 2021
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