GREENLEAF TRUST - 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
GREENLEAF TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,005,086
-5.8%
44,890
+0.3%
0.05%
+2.2%
Q2 2023$4,253,756
+2.5%
44,734
+0.9%
0.04%
-4.3%
Q1 2023$4,150,529
+102230.6%
44,348
-0.2%
0.05%
-7.8%
Q4 2022$4,056
-99.9%
44,417
+0.2%
0.05%
-5.6%
Q3 2022$3,655,000
-8.3%
44,326
-1.0%
0.05%
-10.0%
Q2 2022$3,987,000
-12.5%
44,787
+0.7%
0.06%
+11.1%
Q1 2022$4,556,000
-3.5%
44,497
-1.6%
0.05%
-1.8%
Q4 2021$4,723,000
+2.6%
45,201
-1.1%
0.06%
-1.8%
Q3 2021$4,603,000
-3.3%
45,719
+1.2%
0.06%
-5.1%
Q2 2021$4,762,000
+6.1%
45,164
+1.3%
0.06%0.0%
Q1 2021$4,490,000
+18.9%
44,575
-4.0%
0.06%
+18.0%
Q4 2020$3,775,000
+30.4%
46,425
+96.3%
0.05%
+11.1%
Q3 2020$2,896,000
+1.0%
23,654
-0.7%
0.04%
-10.0%
Q2 2020$2,866,000
-0.6%
23,813
-17.5%
0.05%
-12.3%
Q1 2020$2,884,000
-46.2%
28,855
-13.5%
0.06%
-32.1%
Q4 2019$5,365,000
+5.9%
33,364
-1.1%
0.08%
+6.3%
Q3 2019$5,067,000
-1.0%
33,735
-2.0%
0.08%
-2.5%
Q2 2019$5,118,000
+0.5%
34,434
-0.2%
0.08%
-3.6%
Q1 2019$5,091,000
+31.2%
34,503
+17.2%
0.08%
+9.1%
Q4 2018$3,880,000
-18.8%
29,430
+2.8%
0.08%
-10.5%
Q3 2018$4,780,000
+1.8%
28,633
-0.5%
0.09%
-3.4%
Q2 2018$4,697,000
+9.6%
28,767
+1.2%
0.09%
+4.7%
Q1 2018$4,287,000
-3.7%
28,418
-2.0%
0.08%
-5.6%
Q4 2017$4,454,000
+3.4%
29,005
-0.1%
0.09%
-4.3%
Q3 2017$4,306,000
+5.1%
29,034
-0.9%
0.09%0.0%
Q2 2017$4,097,000
-1.3%
29,303
-2.1%
0.09%
-6.0%
Q1 2017$4,151,000
-4.7%
29,940
-3.8%
0.10%
-12.3%
Q4 2016$4,357,000
+6.1%
31,118
-5.5%
0.11%
+5.6%
Q3 2016$4,108,000
+5.5%
32,918
-1.2%
0.11%
+8.0%
Q2 2016$3,892,000
+16.9%
33,314
+13.4%
0.10%
+9.9%
Q1 2016$3,328,000
+12.2%
29,372
+7.1%
0.09%
+1.1%
Q4 2015$2,967,000
+105.3%
27,433
+99.0%
0.09%
+109.3%
Q3 2015$1,445,000
-14.7%
13,786
-4.2%
0.04%
-12.2%
Q2 2015$1,694,000
-16.3%
14,384
-15.4%
0.05%
-19.7%
Q1 2015$2,023,000
-9.0%
17,011
-9.7%
0.06%
-4.7%
Q4 2014$2,222,000
-16.7%
18,838
-24.2%
0.06%
-27.3%
Q3 2014$2,666,000
-44.4%
24,846
-40.4%
0.09%
-42.1%
Q2 2014$4,799,000
-55.7%
41,688
-56.3%
0.15%
-56.3%
Q1 2014$10,821,000
-16.9%
95,383
-18.5%
0.35%
-22.1%
Q4 2013$13,024,000
+10.3%
117,059
+1.3%
0.45%
+0.9%
Q3 2013$11,811,000
+10.1%
115,542
+0.7%
0.44%
+5.5%
Q2 2013$10,724,000114,7670.42%
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