INVERNESS COUNSEL LLC /NY/ - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 561 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
INVERNESS COUNSEL LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$361,000
+5.9%
5,724
+7.1%
0.02%
+5.3%
Q2 2022$341,000
-17.4%
5,3440.0%0.02%
+5.6%
Q1 2022$413,000
-9.4%
5,3440.0%0.02%
+5.9%
Q4 2021$456,000
+7.8%
5,3440.0%0.02%
+6.2%
Q3 2021$423,000
-2.1%
5,3440.0%0.02%0.0%
Q2 2021$432,000
+3.1%
5,3440.0%0.02%
-5.9%
Q1 2021$419,000
+8.5%
5,3440.0%0.02%
+6.2%
Q4 2020$386,000
+20.6%
5,344
+300.0%
0.02%
+14.3%
Q3 2020$320,000
+7.0%
1,3360.0%0.01%
-6.7%
Q2 2020$299,000
+25.6%
1,3360.0%0.02%0.0%
Q1 2020$238,000
-25.2%
1,3360.0%0.02%0.0%
Q4 2019$318,000
+6.4%
1,3360.0%0.02%0.0%
Q3 2019$299,000
-1.0%
1,3360.0%0.02%0.0%
Q2 2019$302,000
+3.1%
1,3360.0%0.02%
-6.2%
Q1 2019$293,0001,3360.02%
Other shareholders
ISHARES TR shareholders Q2 2020
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