HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 556 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$301
-99.9%
3,294
+87.1%
0.01%
-50.0%
Q2 2020$212,000
-75.7%
1,761
-79.8%
0.02%
-81.2%
Q1 2020$871,000
-39.1%
8,718
-2.0%
0.08%
-32.0%
Q4 2019$1,430,000
+4.5%
8,895
-2.4%
0.12%
-4.6%
Q3 2019$1,369,000
+1.1%
9,113
+0.0%
0.13%0.0%
Q2 2019$1,354,000
-8.2%
9,111
-8.8%
0.13%
-10.9%
Q1 2019$1,475,000
+11.4%
9,995
-0.5%
0.15%
-2.6%
Q4 2018$1,324,000
-19.4%
10,041
+2.0%
0.15%
-18.4%
Q3 2018$1,643,000
+3.1%
9,841
+0.9%
0.18%
+1.1%
Q2 2018$1,593,000
+9.2%
9,754
+0.8%
0.18%0.0%
Q1 2018$1,459,000
-2.3%
9,675
-0.5%
0.18%
+4.0%
Q4 2017$1,494,000
+5.4%
9,727
+1.8%
0.18%
-17.8%
Q3 2017$1,417,000
+5.5%
9,551
-0.6%
0.21%
-0.5%
Q2 2017$1,343,000
+4.0%
9,606
+3.2%
0.22%
-1.8%
Q1 2017$1,291,0009,3090.22%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders