FAYEZ SAROFIM & CO - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 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
FAYEZ SAROFIM & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$338,083
-3.7%
4,6800.0%0.00%0.0%
Q2 2023$351,000
+4.9%
4,6800.0%0.00%0.0%
Q1 2023$334,667
+4.7%
4,6800.0%0.00%0.0%
Q4 2022$319,644
+8.4%
4,6800.0%0.00%0.0%
Q3 2022$295,000
-1.0%
4,6800.0%0.00%0.0%
Q2 2022$298,000
-17.7%
4,6800.0%0.00%0.0%
Q1 2022$362,000
-9.3%
4,6800.0%0.00%0.0%
Q4 2021$399,000
+7.5%
4,6800.0%0.00%0.0%
Q3 2021$371,000
-2.1%
4,6800.0%0.00%0.0%
Q2 2021$379,000
+3.3%
4,6800.0%0.00%0.0%
Q1 2021$367,000
+8.6%
4,6800.0%0.00%0.0%
Q4 2020$338,000
+20.7%
4,680
+300.0%
0.00%0.0%
Q3 2020$280,000
+6.9%
1,1700.0%0.00%0.0%
Q2 2020$262,000
+25.4%
1,1700.0%0.00%0.0%
Q1 2020$209,000
-25.1%
1,1700.0%0.00%0.0%
Q4 2019$279,000
+6.5%
1,1700.0%0.00%0.0%
Q3 2019$262,000
-1.1%
1,1700.0%0.00%0.0%
Q2 2019$265,000
+3.5%
1,1700.0%0.00%0.0%
Q1 2019$256,000
+14.3%
1,1700.0%0.00%0.0%
Q4 2018$224,000
-17.9%
1,1700.0%0.00%0.0%
Q3 2018$273,000
+3.8%
1,1700.0%0.00%0.0%
Q2 2018$263,000
+3.1%
1,1700.0%0.00%0.0%
Q1 2018$255,000
+0.8%
1,1700.0%0.00%0.0%
Q4 2017$253,000
+6.8%
1,1700.0%0.00%0.0%
Q3 2017$237,000
+3.0%
1,1700.0%0.00%0.0%
Q2 2017$230,000
+3.1%
1,1700.0%0.00%0.0%
Q1 2017$223,000
+4.7%
1,1700.0%0.00%0.0%
Q4 2016$213,000
+4.4%
1,1700.0%0.00%0.0%
Q3 2016$204,000
+1.5%
1,1700.0%0.00%0.0%
Q1 2015$201,0001,1700.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders