HM PAYSON & CO - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$123,675
-3.7%
1,7120.0%0.00%0.0%
Q2 2023$128,400
-17.9%
1,712
-21.8%
0.00%
-25.0%
Q1 2023$156,464
+44.9%
2,188
+27.8%
0.00%
+33.3%
Q3 2022$108,000
-11.5%
1,712
-10.5%
0.00%0.0%
Q2 2022$122,000
+713.3%
1,912
+856.0%
0.00%
Q1 2022$15,000
-11.8%
2000.0%0.00%
Q4 2021$17,000
+6.2%
2000.0%0.00%
Q3 2021$16,000
-71.4%
200
-15.6%
0.00%
-100.0%
Q4 2019$56,000
+5.7%
2370.0%0.00%0.0%
Q3 2019$53,000
-1.9%
2370.0%0.00%0.0%
Q2 2019$54,0002370.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders