Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 362 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.12 and the average weighting 0.7%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$283,000
+5560.0%
3,177
+9244.1%
0.01%
Q4 2019$5,000
+25.0%
34
+17.2%
0.00%
Q3 2019$4,000
-93.0%
29
-92.4%
0.00%
-100.0%
Q2 2019$57,000
+307.1%
382
+289.8%
0.00%
Q1 2019$14,000
+250.0%
98
+237.9%
0.00%
Q4 2018$4,000
-63.6%
29
-54.0%
0.00%
Q3 2018$11,000
-68.6%
63
-70.4%
0.00%
-100.0%
Q2 2018$35,000
+250.0%
213
+238.1%
0.00%
Q1 2018$10,0000.0%630.0%0.00%
Q4 2017$10,000
+11.1%
630.0%0.00%
Q3 2017$9,000
+125.0%
63
+117.2%
0.00%
Q2 2017$4,0000.0%290.0%0.00%
Q1 2017$4,0000.0%290.0%0.00%
Q4 2016$4,000
-20.0%
29
-31.0%
0.00%
Q4 2015$5,000420.00%
Other shareholders
ISHARES TR shareholders Q4 2016
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