Independent Portfolio Consultants, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 226 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$59,0000.0%4250.0%0.02%
+20.0%
Q1 2017$59,000
-1.7%
4250.0%0.02%0.0%
Q4 2016$60,000
+13.2%
4250.0%0.02%
+17.6%
Q3 2016$53,000
+6.0%
4250.0%0.02%
+6.2%
Q2 2016$50,000
+4.2%
4250.0%0.02%
+23.1%
Q1 2016$48,000
+4.3%
4250.0%0.01%
-7.1%
Q4 2015$46,000
+2.2%
4250.0%0.01%
+40.0%
Q3 2015$45,000
-10.0%
4250.0%0.01%0.0%
Q2 2015$50,000
-2.0%
4250.0%0.01%0.0%
Q1 2015$51,000
+2.0%
4250.0%0.01%0.0%
Q4 2014$50,000
+8.7%
4250.0%0.01%
-16.7%
Q3 2014$46,000
-6.1%
4250.0%0.01%
-14.3%
Q2 2014$49,0004250.01%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders