COBIZ WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.

Quarter-by-quarter ownership
COBIZ WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$1,358,000
-10.3%
9,137
-11.0%
0.27%
-7.9%
Q1 2019$1,514,000
+10.9%
10,262
-0.9%
0.29%
-2.7%
Q4 2018$1,365,000
+12.1%
10,355
+41.9%
0.30%
+28.2%
Q3 2018$1,218,000
+3.3%
7,295
+1.0%
0.23%
-2.1%
Q2 2018$1,179,000
+7.9%
7,220
-0.4%
0.24%
+3.5%
Q1 2018$1,093,000
-9.4%
7,249
-7.7%
0.23%
-8.3%
Q4 2017$1,206,000
+0.6%
7,852
-2.9%
0.25%
-4.2%
Q3 2017$1,199,000
-7.1%
8,086
-12.3%
0.26%
-8.7%
Q2 2017$1,290,000
-3.7%
9,223
-4.5%
0.29%
-4.0%
Q1 2017$1,339,000
-1.3%
9,655
-0.3%
0.30%
-6.0%
Q4 2016$1,356,000
+11.2%
9,683
-0.8%
0.32%
+8.5%
Q3 2016$1,219,000
+6.8%
9,763
-0.1%
0.29%
+2.4%
Q2 2016$1,141,000
+1.8%
9,770
-1.3%
0.29%
+4.4%
Q1 2016$1,121,000
+4.9%
9,895
+0.2%
0.28%
+8.7%
Q4 2015$1,069,000
-6.0%
9,879
-8.9%
0.25%
-8.3%
Q3 2015$1,137,000
-15.7%
10,850
-5.3%
0.28%
-8.3%
Q2 2015$1,349,000
+6.2%
11,457
+7.3%
0.30%
+6.0%
Q1 2015$1,270,000
+24.3%
10,678
+23.2%
0.28%
+21.4%
Q4 2014$1,022,000
+20.7%
8,669
+9.8%
0.23%
+18.8%
Q3 2014$847,000
-2.3%
7,897
+5.1%
0.20%
-1.5%
Q2 2014$867,000
-3.8%
7,511
-5.4%
0.20%
-7.0%
Q1 2014$901,000
-3.2%
7,940
-5.1%
0.22%
-3.2%
Q4 2013$931,000
+23.1%
8,368
+13.2%
0.22%
+15.6%
Q3 2013$756,0007,3910.19%
Other shareholders
ISHARES TR shareholders Q2 2019
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