ATWOOD & PALMER INC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
ATWOOD & PALMER INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$113,432
-49.7%
1,271
-46.4%
0.01%
-50.0%
Q2 2023$225,494
+1.6%
2,3710.0%0.02%
-4.8%
Q1 2023$221,937
+2.5%
2,3710.0%0.02%
+5.0%
Q4 2022$216,530
+10.5%
2,3710.0%0.02%
+5.3%
Q3 2022$196,000
-7.1%
2,3710.0%0.02%
-9.5%
Q2 2022$211,000
-13.2%
2,3710.0%0.02%0.0%
Q1 2022$243,000
-2.0%
2,3710.0%0.02%0.0%
Q4 2021$248,000
+3.8%
2,3710.0%0.02%0.0%
Q3 2021$239,000
-4.4%
2,3710.0%0.02%
-4.5%
Q2 2021$250,000
+4.6%
2,3710.0%0.02%
-4.3%
Q1 2021$239,000
+23.8%
2,3710.0%0.02%
+9.5%
Q4 2020$193,000
+33.1%
2,371
+99.9%
0.02%
+16.7%
Q3 2020$145,000
+1.4%
1,1860.0%0.02%
-5.3%
Q2 2020$143,000
+21.2%
1,1860.0%0.02%0.0%
Q1 2020$118,000
-38.2%
1,1860.0%0.02%
-24.0%
Q4 2019$191,000
+7.3%
1,1860.0%0.02%
+4.2%
Q3 2019$178,0001,1860.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders