ELM ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 336 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.32 and the average weighting 0.6%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$533,000
-38.1%
5,201
-36.9%
0.72%
+50.3%
Q4 2021$861,000
+3.7%
8,2410.0%0.48%
-3.6%
Q3 2021$830,000
-3.3%
8,241
+1.2%
0.50%
-1.0%
Q2 2021$858,000
+5.3%
8,141
+0.7%
0.50%
-1.0%
Q1 2021$815,000
+24.4%
8,086
+0.3%
0.51%
+26.8%
Q4 2020$655,000
-4.4%
8,059
+44.1%
0.40%
-15.3%
Q3 2020$685,000
+3.2%
5,592
+1.3%
0.47%
+0.9%
Q2 2020$664,000
-13.4%
5,520
-28.1%
0.47%
-25.5%
Q1 2020$767,000
-34.5%
7,675
+5.4%
0.63%
-14.8%
Q4 2019$1,171,000
+7.7%
7,285
+0.6%
0.74%
-0.3%
Q3 2019$1,087,000
+1.1%
7,240
+0.1%
0.74%
+0.7%
Q2 2019$1,075,000
+6.0%
7,230
+5.2%
0.73%
+3.2%
Q1 2019$1,014,000
+29.0%
6,875
+15.3%
0.71%
+12.1%
Q4 2018$786,000
-13.5%
5,965
+9.6%
0.63%
+4.3%
Q3 2018$909,000
+0.2%
5,445
-2.0%
0.61%
-12.6%
Q2 2018$907,000
+9.4%
5,555
+1.1%
0.70%
+8.6%
Q1 2018$829,000
+3.2%
5,495
+5.1%
0.64%
+7.0%
Q4 2017$803,000
+2.4%
5,230
-1.0%
0.60%
-3.5%
Q3 2017$784,000
+6.2%
5,285
+0.2%
0.62%
+2.8%
Q2 2017$738,000
+3.4%
5,275
+2.4%
0.60%
+1.3%
Q1 2017$714,000
-2.2%
5,150
-1.2%
0.60%
-9.3%
Q4 2016$730,000
+20.9%
5,215
+7.7%
0.66%
+17.3%
Q3 2016$604,000
+5.2%
4,840
-1.5%
0.56%
+2.8%
Q2 2016$574,000
-4.2%
4,915
-7.0%
0.54%
-6.0%
Q1 2016$599,000
+32.2%
5,285
+26.3%
0.58%
+29.8%
Q4 2015$453,000
+7.3%
4,185
+3.8%
0.45%
+2.3%
Q3 2015$422,000
-11.2%
4,0300.0%0.44%
-2.2%
Q2 2015$475,000
+2.6%
4,030
+3.5%
0.45%
+4.4%
Q1 2015$463,000
+12.1%
3,895
+11.3%
0.43%
+13.5%
Q4 2014$413,000
+9.8%
3,5000.0%0.38%
+5.9%
Q3 2014$376,000
+37.2%
3,500
+47.4%
0.36%
+39.1%
Q2 2014$274,000
+1.1%
2,375
-0.6%
0.26%
-1.9%
Q1 2014$271,000
+10.6%
2,390
+8.4%
0.26%
+10.1%
Q4 2013$245,0002,2050.24%
Other shareholders
ISHARES TR shareholders Q3 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