GREAT LAKES ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
GREAT LAKES ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,029,467
-4.2%
56,372
+2.1%
0.05%
-11.5%
Q2 2023$5,249,684
+3.2%
55,208
+1.6%
0.05%
+13.0%
Q1 2023$5,085,956
+3.8%
54,343
+1.2%
0.05%
-83.6%
Q4 2022$4,901,729
+8.8%
53,683
-1.7%
0.28%
+186.7%
Q3 2022$4,505,000
-6.2%
54,634
+1.3%
0.10%
+3.2%
Q2 2022$4,803,000
-12.9%
53,951
+0.2%
0.10%
+5.6%
Q1 2022$5,512,000
-0.6%
53,836
+1.5%
0.09%
+7.1%
Q4 2021$5,545,000
+2.8%
53,060
-1.0%
0.08%0.0%
Q3 2021$5,396,000
-6.3%
53,599
-1.8%
0.08%
-3.4%
Q2 2021$5,756,000
+4.6%
54,592
-0.1%
0.09%
-2.2%
Q1 2021$5,505,000
+23.7%
54,657
-0.1%
0.09%
+9.9%
Q4 2020$4,449,000
+33.8%
54,713
+101.4%
0.08%
+15.7%
Q3 2020$3,325,000
+2.4%
27,160
+0.7%
0.07%
-11.4%
Q2 2020$3,247,000
+22.7%
26,984
+1.9%
0.08%
+2.6%
Q1 2020$2,647,000
-41.3%
26,491
-5.6%
0.08%
-20.6%
Q4 2019$4,512,000
+2.5%
28,060
-4.3%
0.10%0.0%
Q3 2019$4,402,000
-0.7%
29,307
-1.8%
0.10%0.0%
Q2 2019$4,434,000
+0.5%
29,837
-0.2%
0.10%
-1.0%
Q1 2019$4,412,000
+10.4%
29,901
-1.4%
0.10%
+3.2%
Q4 2018$3,997,000
-19.6%
30,313
+1.8%
0.10%
-13.6%
Q3 2018$4,970,000
+2.1%
29,776
-0.2%
0.11%
-3.5%
Q2 2018$4,869,000
+9.0%
29,821
+0.7%
0.11%
+7.5%
Q1 2018$4,466,000
-3.8%
29,605
-2.1%
0.11%
+3.9%
Q4 2017$4,643,000
+2.4%
30,234
-1.1%
0.10%
-4.7%
Q3 2017$4,532,000
+5.1%
30,558
-0.9%
0.11%
+0.9%
Q2 2017$4,313,000
+2.6%
30,846
+1.8%
0.11%
-1.9%
Q1 2017$4,202,000
-0.2%
30,304
+0.8%
0.11%
-2.7%
Q4 2016$4,209,000
+13.3%
30,062
+1.0%
0.11%
+9.9%
Q3 2016$3,714,000
+4.8%
29,757
-1.9%
0.10%
+5.2%
Q2 2016$3,543,000
+2.8%
30,325
-0.3%
0.10%
+2.1%
Q1 2016$3,446,000
+6.3%
30,411
+1.4%
0.09%
-3.1%
Q4 2015$3,243,000
+4.2%
29,982
+0.9%
0.10%0.0%
Q3 2015$3,113,000
-7.1%
29,704
+4.4%
0.10%
-4.9%
Q2 2015$3,350,000
+4.9%
28,448
+5.9%
0.10%
+4.1%
Q1 2015$3,194,000
+4.2%
26,859
+3.3%
0.10%
+3.2%
Q4 2014$3,066,000
+12.2%
25,997
+2.1%
0.10%
+3.3%
Q3 2014$2,732,000
-7.2%
25,466
-0.1%
0.09%
-24.0%
Q2 2014$2,943,000
+1.4%
25,499
-0.3%
0.12%
-4.0%
Q1 2014$2,902,000
+1.5%
25,579
-0.5%
0.13%
-3.1%
Q4 2013$2,859,000
-2.1%
25,697
-10.0%
0.13%
-0.8%
Q3 2013$2,919,000
+6.8%
28,555
-2.4%
0.13%
+2.3%
Q2 2013$2,734,00029,2650.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders