Smithfield Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Smithfield Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59
-35.9%
668
-30.8%
0.00%
-33.3%
Q2 2023$92
+48.4%
966
+44.6%
0.01%
+50.0%
Q1 2023$62
+59.0%
668
+59.8%
0.00%
+33.3%
Q4 2022$39
-99.9%
4180.0%0.00%
+50.0%
Q3 2022$34,000
-8.1%
4180.0%0.00%
-33.3%
Q2 2022$37,000
-14.0%
4180.0%0.00%0.0%
Q1 2022$43,0000.0%4180.0%0.00%0.0%
Q4 2021$43,000
+2.4%
4180.0%0.00%0.0%
Q3 2021$42,000
+90.9%
418
+133.5%
0.00%
+50.0%
Q3 2020$22,0000.0%1790.0%0.00%0.0%
Q2 2020$22,000
+22.2%
1790.0%0.00%0.0%
Q1 2020$18,000
-37.9%
1790.0%0.00%
-33.3%
Q4 2019$29,000
+7.4%
1790.0%0.00%0.0%
Q3 2019$27,000
+58.8%
179
+42.1%
0.00%0.0%
Q1 2017$17,000
-5.6%
1260.0%0.00%0.0%
Q4 2016$18,000
-37.9%
126
-49.6%
0.00%
-50.0%
Q2 2015$29,000
-3.3%
2500.0%0.01%0.0%
Q1 2015$30,000
+3.4%
2500.0%0.01%0.0%
Q4 2014$29,000
+7.4%
2500.0%0.01%
+20.0%
Q3 2014$27,000
-6.9%
2500.0%0.01%
-16.7%
Q2 2014$29,000
+3.6%
2500.0%0.01%0.0%
Q1 2014$28,0000.0%2500.0%0.01%0.0%
Q4 2013$28,000
+7.7%
2500.0%0.01%0.0%
Q3 2013$26,0002500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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