LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$469,294
-11.0%
6,651
-5.4%
0.01%
-16.7%
Q2 2023$527,325
+2.4%
7,031
-2.4%
0.01%0.0%
Q1 2023$514,944
-7.4%
7,201
-11.6%
0.01%
-14.3%
Q4 2022$556,235
+8.4%
8,1440.0%0.01%0.0%
Q3 2022$513,000
-1.2%
8,1440.0%0.01%
+16.7%
Q2 2022$519,000
-13.8%
8,144
+4.6%
0.01%0.0%
Q1 2022$602,000
-9.3%
7,7860.0%0.01%0.0%
Q4 2021$664,000
+7.6%
7,7860.0%0.01%0.0%
Q3 2021$617,000
-4.9%
7,786
-2.9%
0.01%
-14.3%
Q2 2021$649,000
+3.3%
8,0160.0%0.01%0.0%
Q1 2021$628,000
+8.5%
8,0160.0%0.01%
+16.7%
Q4 2020$579,000
+4725.0%
8,016
+12623.8%
0.01%
Q1 2017$12,000
+9.1%
630.0%0.00%
Q4 2016$11,000
-59.3%
63
-58.8%
0.00%
-100.0%
Q3 2016$27,000
-25.0%
153
-28.2%
0.00%0.0%
Q2 2016$36,000
+2.9%
2130.0%0.00%0.0%
Q1 2016$35,000
-28.6%
213
-30.4%
0.00%0.0%
Q4 2015$49,0003060.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders