SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$921
-6.4%
10,333
-0.1%
0.03%
-6.1%
Q2 2023$984
+5.8%
10,343
+4.1%
0.03%0.0%
Q1 2023$930
-6.2%
9,938
-8.4%
0.03%
-8.3%
Q4 2022$991
-99.9%
10,855
-0.9%
0.04%
-14.3%
Q3 2022$903,000
-11.2%
10,950
-4.2%
0.04%
-17.6%
Q2 2022$1,017,000
-12.0%
11,426
+1.2%
0.05%
-3.8%
Q1 2022$1,156,000
-11.6%
11,289
-9.7%
0.05%
-10.2%
Q4 2021$1,307,000
+1.6%
12,507
-2.1%
0.06%
-6.3%
Q3 2021$1,286,000
+0.6%
12,771
+5.3%
0.06%
+10.5%
Q2 2021$1,278,000
+2.7%
12,129
-1.8%
0.06%
-6.6%
Q1 2021$1,244,000
+4.5%
12,354
-15.6%
0.06%
-4.7%
Q4 2020$1,191,000
+13.8%
14,638
+71.1%
0.06%
-1.5%
Q3 2020$1,047,000
+1.1%
8,554
-0.6%
0.06%
-11.0%
Q2 2020$1,036,000
+24.5%
8,608
+3.3%
0.07%
+10.6%
Q1 2020$832,000
-36.9%
8,329
+1.6%
0.07%
-18.5%
Q4 2019$1,318,000
+9.9%
8,195
+2.6%
0.08%
+1.2%
Q3 2019$1,199,000
+6.1%
7,987
+5.0%
0.08%
+6.7%
Q2 2019$1,130,000
+5.7%
7,607
+5.1%
0.08%
-7.4%
Q1 2019$1,069,000
+21.2%
7,240
+8.3%
0.08%
+3.8%
Q4 2018$882,000
-10.0%
6,686
+13.9%
0.08%
-11.4%
Q3 2018$980,000
+8.9%
5,868
+6.5%
0.09%
+3.5%
Q2 2018$900,000
+11.8%
5,509
+3.3%
0.08%
+4.9%
Q1 2018$805,000
+0.9%
5,334
+2.6%
0.08%0.0%
Q4 2017$798,000
+8.1%
5,197
+4.4%
0.08%
-1.2%
Q3 2017$738,0004,9760.08%
Other shareholders
ISHARES TR shareholders Q4 2021
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