ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

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 Q4 2021
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