COLDSTREAM CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$213,022
-25.8%
2,073
+16.3%
0.01%
-79.2%
Q4 2019$287,000
+7.1%
1,7830.0%0.02%
+4.3%
Q3 2019$268,000
+1.1%
1,7830.0%0.02%
+4.5%
Q2 2019$265,000
-7.7%
1,783
-8.4%
0.02%
-12.0%
Q1 2019$287,000
-5.6%
1,946
-15.5%
0.02%
-16.7%
Q4 2018$304,000
-18.3%
2,302
+3.2%
0.03%
-11.8%
Q3 2018$372,000
+0.8%
2,231
-1.5%
0.03%
-8.1%
Q2 2018$369,000
+5.7%
2,265
-1.9%
0.04%
-2.6%
Q1 2018$349,000
-3.3%
2,310
-1.7%
0.04%
-2.6%
Q4 2017$361,000
+2.0%
2,350
-1.6%
0.04%
-4.9%
Q3 2017$354,000
+12.4%
2,389
+5.9%
0.04%0.0%
Q2 2017$315,000
+0.6%
2,256
-0.2%
0.04%
-4.7%
Q1 2017$313,000
-1.3%
2,2610.0%0.04%
-17.3%
Q4 2016$317,000
+37.2%
2,261
+22.0%
0.05%
+26.8%
Q3 2016$231,000
+7.4%
1,854
+0.9%
0.04%
+7.9%
Q2 2016$215,000
-8.5%
1,838
-11.4%
0.04%
-11.6%
Q1 2016$235,000
+13.0%
2,074
+15.2%
0.04%
-29.5%
Q2 2014$208,000
+2.0%
1,8000.0%0.06%
-7.6%
Q1 2014$204,000
+2.0%
1,8000.0%0.07%
+3.1%
Q4 2013$200,0001,8000.06%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders