SECURITY NATIONAL TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 470 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
SECURITY NATIONAL TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$6,376,0000.0%60,4760.0%1.48%
+4.3%
Q2 2021$6,376,000
+2.9%
60,476
-1.7%
1.42%
-2.8%
Q1 2021$6,198,000
+31.1%
61,521
+5.8%
1.46%
+24.0%
Q4 2020$4,726,000
+44.7%
58,126
+117.8%
1.18%
+28.0%
Q3 2020$3,266,000
-2.5%
26,682
-4.1%
0.92%
-8.6%
Q2 2020$3,350,000
+21.3%
27,832
+0.7%
1.00%
-0.2%
Q1 2020$2,761,000
-35.1%
27,625
+4.3%
1.01%
-18.9%
Q4 2019$4,257,000
+7.0%
26,475
-0.1%
1.24%
-0.6%
Q3 2019$3,978,000
+2.4%
26,490
+1.4%
1.25%
+2.4%
Q2 2019$3,883,000
+2.3%
26,130
+1.6%
1.22%
+0.1%
Q1 2019$3,796,000
+26.0%
25,730
+12.6%
1.22%
+8.9%
Q4 2018$3,012,000
-18.3%
22,850
+3.4%
1.12%
-3.2%
Q3 2018$3,687,000
+4.2%
22,090
+1.9%
1.16%
-1.5%
Q2 2018$3,538,000
+5.6%
21,670
-2.4%
1.17%
+5.3%
Q1 2018$3,350,000
+3.7%
22,205
+5.5%
1.11%
+7.0%
Q4 2017$3,231,000
+9.5%
21,040
+5.7%
1.04%
+7.0%
Q3 2017$2,952,000
+20.1%
19,905
+13.2%
0.97%
+18.1%
Q2 2017$2,458,000
+5.0%
17,580
+4.1%
0.82%
+4.4%
Q1 2017$2,342,000
+7.0%
16,890
+8.1%
0.79%
+0.5%
Q4 2016$2,188,000
+19.4%
15,625
+6.4%
0.78%
+17.7%
Q3 2016$1,833,000
+6.0%
14,685
-0.8%
0.67%
+4.7%
Q2 2016$1,730,000
+6.7%
14,805
+3.5%
0.64%
+4.4%
Q1 2016$1,622,000
+9.4%
14,310
+4.4%
0.61%
+4.8%
Q4 2015$1,483,000
+8.0%
13,705
+4.6%
0.58%
+8.8%
Q3 2015$1,373,000
-8.9%
13,105
+2.4%
0.54%
-1.1%
Q2 2015$1,507,000
+0.3%
12,795
+1.3%
0.54%
+1.3%
Q1 2015$1,503,000
+7.6%
12,635
+6.7%
0.53%
+4.7%
Q4 2014$1,397,000
+12.3%
11,840
+2.2%
0.51%
+0.8%
Q3 2014$1,244,000
-4.4%
11,590
+2.8%
0.51%
-0.4%
Q2 2014$1,301,000
+1.3%
11,270
-0.4%
0.51%
-2.3%
Q1 2014$1,284,000
+5.9%
11,315
+3.9%
0.52%
+3.6%
Q4 2013$1,212,000
+8.8%
10,890
-0.1%
0.50%
+0.2%
Q3 2013$1,114,000
+3.2%
10,900
-5.6%
0.50%
-3.8%
Q2 2013$1,079,00011,5500.52%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders