REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 200 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$41,000
+2.5%
3960.0%0.00%0.0%
Q3 2021$40,000
+60.0%
396
+67.8%
0.00%
+50.0%
Q2 2021$25,000
+4.2%
2360.0%0.00%0.0%
Q1 2021$24,000
+26.3%
2360.0%0.00%0.0%
Q4 2020$19,000
+35.7%
236
+100.0%
0.00%
+100.0%
Q3 2020$14,000
-39.1%
118
-38.9%
0.00%
-66.7%
Q2 2020$23,000
+21.1%
1930.0%0.00%0.0%
Q1 2020$19,000
-38.7%
1930.0%0.00%
-25.0%
Q4 2019$31,000
+6.9%
1930.0%0.00%0.0%
Q3 2019$29,0000.0%1930.0%0.00%0.0%
Q2 2019$29,000
-21.6%
193
-23.7%
0.00%
-20.0%
Q1 2019$37,000
+12.1%
2530.0%0.01%0.0%
Q4 2018$33,000
-21.4%
2530.0%0.01%
-16.7%
Q3 2018$42,000
+2.4%
2530.0%0.01%0.0%
Q2 2018$41,000
+7.9%
2530.0%0.01%
+20.0%
Q1 2018$38,000
-2.6%
2530.0%0.01%
-16.7%
Q4 2017$39,000
-22.0%
253
-24.3%
0.01%
-14.3%
Q3 2017$50,000
-3.8%
334
-9.5%
0.01%
-12.5%
Q2 2017$52,000
+2.0%
3690.0%0.01%0.0%
Q1 2017$51,000
-1.9%
3690.0%0.01%
-11.1%
Q4 2016$52,000
+13.0%
369
+0.3%
0.01%
+12.5%
Q3 2016$46,000
+7.0%
3680.0%0.01%0.0%
Q2 2016$43,000
+38.7%
368
+34.8%
0.01%
+60.0%
Q1 2016$31,000
+3.3%
2730.0%0.01%0.0%
Q4 2015$30,000
-42.3%
273
-44.6%
0.01%
-44.4%
Q3 2015$52,000
+6.1%
493
+18.8%
0.01%
+12.5%
Q2 2015$49,000
-12.5%
415
-12.3%
0.01%
-20.0%
Q1 2015$56,000
+14.3%
473
+14.0%
0.01%
-16.7%
Q4 2014$49,000
-25.8%
415
-32.5%
0.01%
-25.0%
Q3 2014$66,000
-37.1%
615
-31.4%
0.02%
-36.0%
Q2 2014$105,000
+4.0%
897
+1.2%
0.02%
+4.2%
Q1 2014$101,000
-13.7%
886
-15.4%
0.02%
-17.2%
Q4 2013$117,000
+2.6%
1,047
-5.4%
0.03%
-9.4%
Q3 2013$114,000
+1.8%
1,107
-6.4%
0.03%
-3.0%
Q2 2013$112,0001,1830.03%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders