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 ↓
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