Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,027,828
+1.6%
10,8090.0%0.02%
-5.9%
Q1 2023$1,011,614
+2.5%
10,8090.0%0.02%0.0%
Q4 2022$986,970
+10.8%
10,8090.0%0.02%0.0%
Q3 2022$891,000
+49.5%
10,809
+61.5%
0.02%
+54.5%
Q2 2022$596,000
-10.1%
6,691
+3.4%
0.01%
+10.0%
Q1 2022$663,000
-1.9%
6,4710.0%0.01%0.0%
Q4 2021$676,000
+3.8%
6,4710.0%0.01%0.0%
Q3 2021$651,000
-4.5%
6,4710.0%0.01%
-9.1%
Q2 2021$682,000
-17.2%
6,471
-21.5%
0.01%
-45.0%
Q1 2020$824,000
-87.0%
8,244
-79.0%
0.02%
-82.8%
Q4 2019$6,320,000
+2600.9%
39,303
+1901.2%
0.12%
+2220.0%
Q1 2015$234,000
+0.9%
1,9640.0%0.01%0.0%
Q4 2014$232,000
-17.7%
1,964
-25.3%
0.01%
-16.7%
Q3 2014$282,000
-4.1%
2,629
+3.3%
0.01%0.0%
Q2 2014$294,000
+2.1%
2,544
+0.4%
0.01%0.0%
Q1 2014$288,000
+8.7%
2,535
+6.5%
0.01%0.0%
Q4 2013$265,0002,3800.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders