PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$841,523
-6.1%
9,432
+0.1%
0.11%
-1.8%
Q2 2023$896,413
-3.6%
9,427
-5.1%
0.11%
-11.0%
Q1 2023$930,097
+102220.9%
9,938
-0.2%
0.13%
-5.9%
Q4 2022$909
-99.9%
9,954
+11.3%
0.14%
+12.5%
Q3 2022$737,000
-21.3%
8,941
-15.0%
0.12%
-17.2%
Q2 2022$937,00010,5220.14%
Other shareholders
ISHARES TR shareholders Q4 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