UMB Bank, n.a. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 552 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
UMB Bank, n.a. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,637,093
-4.7%
41,279
-1.3%
0.06%0.0%
Q1 2024$3,815,619
+12.3%
41,815
-2.5%
0.06%
+20.0%
Q4 2023$3,398,062
+8.7%
42,894
-0.9%
0.05%0.0%
Q3 2023$3,127,053
-4.2%
43,287
-0.5%
0.05%0.0%
Q2 2023$3,264,300
+4.5%
43,524
-0.3%
0.05%0.0%
Q1 2023$3,122,841
+98786.7%
43,670
-5.5%
0.05%0.0%
Q4 2022$3,158
-99.9%
46,230
-0.9%
0.05%0.0%
Q3 2022$2,941,000
-1.4%
46,671
-0.3%
0.05%
+8.7%
Q2 2022$2,983,000
-19.9%
46,806
-2.9%
0.05%
-6.1%
Q1 2022$3,725,000
-10.1%
48,198
-0.8%
0.05%
-5.8%
Q4 2021$4,143,000
+62.3%
48,594
+50.8%
0.05%
-8.8%
Q3 2021$2,553,000
+25.1%
32,233
+27.8%
0.06%
+21.3%
Q2 2021$2,041,000
+3.3%
25,2200.0%0.05%
-2.1%
Q1 2021$1,976,000
+7.7%
25,220
-0.7%
0.05%
-2.0%
Q4 2020$1,834,000
+2.1%
25,392
+216.5%
0.05%
-12.5%
Q3 2020$1,797,0000.0%8,0220.0%0.06%0.0%
Q2 2020$1,797,000
+7.3%
8,022
-14.6%
0.06%
-6.7%
Q1 2020$1,675,000
-29.5%
9,390
-5.9%
0.06%
-7.7%
Q4 2019$2,375,000
+0.8%
9,974
-5.3%
0.06%
+14.0%
Q3 2019$2,357,000
+1.6%
10,530
+2.7%
0.06%0.0%
Q2 2019$2,320,000
+6.3%
10,254
+2.9%
0.06%
-14.9%
Q1 2019$2,183,000
+13.8%
9,962
-0.7%
0.07%
+13.6%
Q4 2018$1,918,000
-19.7%
10,028
-2.3%
0.06%
-16.9%
Q3 2018$2,390,000
+6.0%
10,259
+2.3%
0.07%
-1.4%
Q2 2018$2,254,000
+7.2%
10,027
+4.1%
0.07%
+5.9%
Q1 2018$2,103,000
-1.3%
9,634
-2.5%
0.07%
-1.4%
Q4 2017$2,131,000
+6.6%
9,876
-0.0%
0.07%0.0%
Q3 2017$1,999,000
-2.0%
9,877
-4.8%
0.07%
-2.8%
Q2 2017$2,039,000
+5.0%
10,371
+2.0%
0.07%
+4.4%
Q1 2017$1,941,000
+2.4%
10,171
-2.2%
0.07%
-2.9%
Q4 2016$1,895,000
+16.7%
10,400
+11.9%
0.07%
+7.7%
Q3 2016$1,624,000
-2.6%
9,292
-5.7%
0.06%
-7.1%
Q2 2016$1,667,000
+0.9%
9,855
-3.0%
0.07%0.0%
Q1 2016$1,652,000
+51.8%
10,162
+50.3%
0.07%
+48.9%
Q4 2015$1,088,0006,7590.05%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders