OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$7,000
-75.0%
69
-67.9%
0.00%
-70.0%
Q4 2018$28,000
-22.2%
2150.0%0.01%0.0%
Q3 2018$36,000
+2.9%
2150.0%0.01%0.0%
Q2 2018$35,000
+9.4%
2150.0%0.01%
+11.1%
Q1 2018$32,000
+68.4%
215
+34.4%
0.01%
+50.0%
Q1 2015$19,0000.0%1600.0%0.01%0.0%
Q4 2014$19,000
+11.8%
1600.0%0.01%0.0%
Q3 2014$17,000
-5.6%
1600.0%0.01%0.0%
Q2 2014$18,0000.0%1600.0%0.01%
-14.3%
Q1 2014$18,0000.0%1600.0%0.01%0.0%
Q4 2013$18,000
+12.5%
1600.0%0.01%0.0%
Q3 2013$16,0001600.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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