DOLIVER ADVISORS, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
DOLIVER ADVISORS, LP ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$434,601
+9.7%
5,4860.0%0.13%
+11.8%
Q3 2023$396,309
-4.7%
5,486
-1.1%
0.12%
-6.3%
Q2 2023$416,025
+4.9%
5,5470.0%0.13%
+2.4%
Q1 2023$396,6665,5470.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders