OXFORD FINANCIAL GROUP, LTD. LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,479
-90.9%
60
-91.7%
0.00%
-88.9%
Q3 2022$60,000
-7.7%
7260.0%0.01%
-10.0%
Q2 2022$65,000
-36.9%
726
-27.9%
0.01%
-23.1%
Q1 2022$103,000
-1.9%
1,0070.0%0.01%
+8.3%
Q4 2021$105,000
+162.5%
1,007
+202.4%
0.01%
+71.4%
Q2 2020$40,000
+14.3%
333
-5.1%
0.01%0.0%
Q1 2020$35,0003510.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders