Destination Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$52,000
-21.2%
350
-22.0%
0.00%
-25.0%
Q1 2019$66,000
-9.6%
449
-19.0%
0.00%0.0%
Q4 2018$73,000
-20.7%
554
+1.1%
0.00%
-20.0%
Q3 2018$92,000
-5.2%
548
-7.6%
0.01%
-16.7%
Q2 2018$97,000
-42.9%
593
-47.5%
0.01%
-40.0%
Q1 2018$170,000
-39.5%
1,130
-38.2%
0.01%
-41.2%
Q4 2017$281,000
-44.5%
1,829
-62.1%
0.02%
-69.6%
Q3 2015$506,000
-94.5%
4,832
-93.8%
0.06%
-90.8%
Q2 2015$9,247,000
+1331.4%
78,520
+1344.7%
0.61%
+774.3%
Q1 2015$646,000
-2.3%
5,435
-3.0%
0.07%
+4.5%
Q4 2014$661,000
+10.0%
5,6020.0%0.07%
+6.3%
Q3 2014$601,000
-5.5%
5,602
+1.7%
0.06%
-4.5%
Q2 2014$636,000
-0.8%
5,506
-2.6%
0.07%
-4.3%
Q1 2014$641,000
+5.4%
5,654
+3.4%
0.07%
+7.8%
Q4 2013$608,000
+6.9%
5,466
-1.9%
0.06%
-3.0%
Q3 2013$569,000
+9.4%
5,5740.0%0.07%
+3.1%
Q2 2013$520,000
-42.7%
5,574
-44.9%
0.06%
+16.4%
Q1 2013$908,00010,1160.06%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders