BOKF, NA - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
BOKF, NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,209,362
-17.7%
86,288
-6.3%
0.16%
-10.7%
Q2 2023$8,755,507
+1.5%
92,076
-0.1%
0.18%
-1.7%
Q1 2023$8,626,565
-6.0%
92,174
-8.3%
0.18%
+7.1%
Q4 2022$9,178,115
+13.9%
100,516
+2.9%
0.17%
+3.7%
Q3 2022$8,056,000
-9.8%
97,705
-2.6%
0.16%
-4.7%
Q2 2022$8,934,000
-10.9%
100,343
+2.5%
0.17%
+3.6%
Q1 2022$10,024,000
-2.0%
97,903
+0.0%
0.16%
+4.4%
Q4 2021$10,226,000
+15.9%
97,865
+11.7%
0.16%
+3.9%
Q3 2021$8,823,000
+14.7%
87,639
+14.8%
0.15%
+8.6%
Q1 2021$7,692,000
+20.0%
76,351
-3.2%
0.14%
+14.8%
Q4 2020$6,412,000
+31.1%
78,865
+97.4%
0.12%
+14.0%
Q3 2020$4,891,000
-5.2%
39,953
-6.8%
0.11%
-11.6%
Q2 2020$5,160,000
+15.1%
42,867
-4.5%
0.12%
-6.2%
Q1 2020$4,485,000
-42.5%
44,869
-7.5%
0.13%
-26.7%
Q4 2019$7,799,000
+2.2%
48,500
-4.6%
0.18%
-4.3%
Q3 2019$7,631,000
-9.4%
50,814
-10.3%
0.18%
-8.9%
Q2 2019$8,423,000
-0.2%
56,676
-0.9%
0.20%0.0%
Q1 2019$8,439,000
+21.2%
57,193
+8.3%
0.20%
+1.5%
Q4 2018$6,962,000
-48.1%
52,804
-34.3%
0.20%
-40.9%
Q3 2018$13,412,000
+2.7%
80,346
+0.4%
0.34%
-4.3%
Q2 2018$13,064,000
+7.1%
80,017
-1.1%
0.35%
+1.4%
Q1 2018$12,201,000
-0.3%
80,885
+1.5%
0.35%
+3.0%
Q4 2017$12,242,000
-2.2%
79,712
-5.5%
0.34%
-7.2%
Q3 2017$12,513,000
+7.6%
84,368
+1.4%
0.36%
-0.8%
Q2 2017$11,632,000
-0.9%
83,192
-1.8%
0.37%0.0%
Q1 2017$11,743,000
-1.7%
84,699
-0.8%
0.37%
-6.9%
Q4 2016$11,949,000
+10.7%
85,344
-1.3%
0.39%
+10.1%
Q3 2016$10,792,000
+9.9%
86,465
+2.8%
0.36%
+3.2%
Q2 2016$9,823,000
+0.1%
84,086
-2.9%
0.35%
-2.5%
Q1 2016$9,818,000
+6.4%
86,636
+1.6%
0.36%
+6.3%
Q4 2015$9,228,000
+6.9%
85,311
+3.6%
0.33%
+2.8%
Q3 2015$8,632,000
-10.2%
82,375
+1.0%
0.32%
-0.3%
Q2 2015$9,608,000
-1.1%
81,588
-0.1%
0.33%
-0.3%
Q1 2015$9,711,000
+4.4%
81,663
+3.5%
0.33%
+1.9%
Q4 2014$9,301,000
-5.0%
78,873
-13.6%
0.32%
-1.8%
Q3 2014$9,793,000
-6.3%
91,283
+0.9%
0.33%
-2.4%
Q2 2014$10,447,000
+5.0%
90,504
+3.2%
0.34%
+1.5%
Q1 2014$9,951,000
+5.4%
87,713
+3.4%
0.33%
+4.4%
Q4 2013$9,439,000
+7.4%
84,836
-1.3%
0.32%
-0.9%
Q3 2013$8,786,000
+15.8%
85,951
+5.8%
0.32%
+11.1%
Q2 2013$7,590,00081,2250.29%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders