ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$202,000
-13.3%
2,008
-9.3%
0.02%
-16.7%
Q2 2021$233,000
-83.5%
2,214
-80.5%
0.02%
-90.2%
Q3 2016$1,415,000
-31.9%
11,336
-36.3%
0.24%
-35.9%
Q2 2016$2,077,000
+581.0%
17,782
+561.0%
0.38%
+506.3%
Q1 2016$305,000
+5.2%
2,690
+0.3%
0.06%
+3.3%
Q4 2015$290,000
+22.4%
2,681
+18.1%
0.06%
+10.9%
Q3 2015$237,000
-11.2%
2,270
+0.0%
0.06%
-3.5%
Q2 2015$267,000
-1.8%
2,269
-1.1%
0.06%
-1.7%
Q1 2015$272,000
-38.7%
2,294
-39.2%
0.06%
+20.8%
Q4 2014$444,000
+106.5%
3,774
+95.0%
0.05%
-12.7%
Q4 2013$215,000
-7.3%
1,935
-22.2%
0.06%
-19.1%
Q2 2013$232,0002,4880.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders