FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$396,334
-8.6%
2,125
-1.8%
0.01%0.0%
Q2 2023$433,628
+0.5%
2,1650.0%0.01%
-9.1%
Q1 2023$431,333
+98153.5%
2,1650.0%0.01%0.0%
Q4 2022$439
-99.9%
2,165
+7.4%
0.01%
-21.4%
Q3 2022$362,000
-7.9%
2,0150.0%0.01%
-6.7%
Q2 2022$393,000
-5.3%
2,015
-2.7%
0.02%
+15.4%
Q1 2022$415,000
+0.2%
2,0700.0%0.01%
+8.3%
Q4 2021$414,000
+3.5%
2,070
-7.2%
0.01%
-7.7%
Q3 2021$400,000
-2.4%
2,2300.0%0.01%0.0%
Q2 2021$410,000
+3.8%
2,2300.0%0.01%
-7.1%
Q1 2021$395,000
+2.1%
2,2300.0%0.01%
+55.6%
Q4 2020$387,000
+8.4%
2,230
-6.7%
0.01%
-10.0%
Q3 2020$357,000
+17.0%
2,3900.0%0.01%
+11.1%
Q2 2020$305,000
+17.8%
2,3900.0%0.01%
-10.0%
Q1 2020$259,000
-52.7%
2,390
-41.8%
0.01%
-37.5%
Q4 2019$547,000
+5.2%
4,1100.0%0.02%
-5.9%
Q3 2019$520,000
+4.2%
4,1100.0%0.02%0.0%
Q2 2019$499,000
-36.0%
4,110
-37.1%
0.02%
-37.0%
Q1 2019$780,000
+8.9%
6,530
-3.0%
0.03%0.0%
Q4 2018$716,0006,7300.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders