BOSTON FAMILY OFFICE LLC - 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
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$523
-23.3%
5,857
-18.3%
0.04%
-17.3%
Q2 2023$682
+1.8%
7,1650.0%0.05%
-3.7%
Q1 2023$670
-19.5%
7,165
-21.3%
0.05%
-21.7%
Q4 2022$832
-99.9%
9,1080.0%0.07%
+3.0%
Q3 2022$750,000
-18.8%
9,108
-12.2%
0.07%
-13.0%
Q2 2022$924,000
+225.4%
10,375
+273.9%
0.08%
+285.0%
Q1 2022$284,000
-2.1%
2,7750.0%0.02%
+5.3%
Q4 2021$290,0002,7750.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders