DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$310,000
-7.2%
3,758
+0.1%
0.01%
-12.5%
Q2 2022$334,000
-15.2%
3,756
-2.3%
0.02%
-5.9%
Q1 2022$394,000
+16.2%
3,845
+18.5%
0.02%
+6.2%
Q4 2021$339,000
-12.4%
3,244
-15.6%
0.02%
-23.8%
Q3 2021$387,000
-4.0%
3,842
+0.4%
0.02%
-8.7%
Q2 2021$403,000
-32.2%
3,825
-35.1%
0.02%
-43.9%
Q1 2021$594,000
+23.0%
5,897
-0.7%
0.04%
+20.6%
Q4 2020$483,000
+29.8%
5,936
+95.5%
0.03%
+13.3%
Q3 2020$372,000
+44.2%
3,037
+41.5%
0.03%
+36.4%
Q2 2020$258,000
+17.8%
2,146
-2.0%
0.02%
+4.8%
Q1 2020$219,000
-46.2%
2,189
-13.4%
0.02%
-32.3%
Q4 2019$407,000
-2.4%
2,529
-8.9%
0.03%
-8.8%
Q3 2019$417,000
+4.2%
2,777
+3.3%
0.03%
+3.0%
Q2 2019$400,000
+0.8%
2,689
+0.0%
0.03%
-13.2%
Q1 2019$397,000
+0.8%
2,688
+3.1%
0.04%
-7.3%
Q4 2018$394,000
-10.7%
2,607
-1.3%
0.04%
+7.9%
Q3 2018$441,000
+2.3%
2,641
+0.0%
0.04%
-5.0%
Q2 2018$431,000
+8.3%
2,6400.0%0.04%
+8.1%
Q1 2018$398,000
-4.1%
2,640
-2.2%
0.04%
-2.6%
Q4 2017$415,000
+3.8%
2,700
+0.0%
0.04%
-7.3%
Q3 2017$400,000
+6.1%
2,699
+0.0%
0.04%
+2.5%
Q2 2017$377,000
-3.6%
2,698
-4.4%
0.04%
-4.8%
Q1 2017$391,000
-10.9%
2,823
-10.0%
0.04%
-14.3%
Q4 2016$439,000
+9.8%
3,137
-2.2%
0.05%
+4.3%
Q3 2016$400,000
+5.5%
3,206
-1.2%
0.05%
+2.2%
Q2 2016$379,000
-21.4%
3,245
-23.7%
0.05%
-23.3%
Q1 2016$482,000
+35.4%
4,255
+29.2%
0.06%
+33.3%
Q4 2015$356,000
+2.3%
3,294
-0.9%
0.04%
-4.3%
Q3 2015$348,000
-10.3%
3,325
+0.9%
0.05%
-4.1%
Q2 2015$388,000
-1.0%
3,2940.0%0.05%0.0%
Q1 2015$392,000
+1.0%
3,2940.0%0.05%
+2.1%
Q4 2014$388,000
+7.5%
3,294
-2.1%
0.05%0.0%
Q3 2014$361,000
-10.0%
3,364
-3.1%
0.05%
-7.7%
Q2 2014$401,000
+6.1%
3,473
+4.2%
0.05%
+4.0%
Q1 2014$378,000
+0.5%
3,333
-1.3%
0.05%
-5.7%
Q4 2013$376,000
+4.2%
3,378
-4.3%
0.05%
-7.0%
Q3 2013$361,000
+8.7%
3,528
-0.8%
0.06%
+3.6%
Q2 2013$332,0003,5580.06%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders