KINGS POINT CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 318 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$389,000
-2.0%
3,8000.0%0.03%
+6.2%
Q4 2021$397,000
-82.0%
3,800
-82.6%
0.03%
-83.7%
Q3 2021$2,205,000
-4.5%
21,9000.0%0.20%
-6.7%
Q2 2021$2,309,000
+4.7%
21,9000.0%0.21%
-3.2%
Q1 2021$2,206,000
+23.9%
21,9000.0%0.22%
+14.2%
Q4 2020$1,781,000
+32.9%
21,900
+100.0%
0.19%
+13.8%
Q3 2020$1,340,000
+1.7%
10,9500.0%0.17%
-12.6%
Q2 2020$1,318,000
+4.0%
10,950
-13.6%
0.19%
-14.3%
Q1 2020$1,267,000
-37.8%
12,6750.0%0.22%
-25.9%
Q4 2019$2,038,000
+7.0%
12,6750.0%0.30%
-6.5%
Q3 2019$1,904,000
+1.1%
12,6750.0%0.32%
-6.4%
Q2 2019$1,884,000
+0.7%
12,6750.0%0.34%
-7.5%
Q1 2019$1,870,000
+11.9%
12,6750.0%0.37%
-0.3%
Q4 2018$1,671,000
-21.9%
12,675
-1.1%
0.37%
-6.5%
Q3 2018$2,139,000
+2.2%
12,8140.0%0.40%
-3.2%
Q2 2018$2,092,000
+8.2%
12,8140.0%0.41%
+5.6%
Q1 2018$1,933,000
-1.8%
12,8140.0%0.39%
-5.8%
Q4 2017$1,968,000
+3.6%
12,8140.0%0.41%
-2.4%
Q3 2017$1,900,000
+6.0%
12,814
-0.1%
0.42%
+1.7%
Q2 2017$1,793,000
+0.8%
12,822
+0.0%
0.42%0.0%
Q1 2017$1,778,000
-0.9%
12,8210.0%0.42%
-5.9%
Q4 2016$1,795,000
+12.3%
12,821
+0.1%
0.44%
+5.0%
Q3 2016$1,599,000
+6.7%
12,813
-0.1%
0.42%
+10.2%
Q2 2016$1,498,000
+3.1%
12,8210.0%0.38%
+3.5%
Q1 2016$1,453,000
-4.8%
12,821
-9.2%
0.37%
-2.4%
Q4 2015$1,527,000
+3.2%
14,1210.0%0.38%
-2.6%
Q3 2015$1,480,000
-11.0%
14,121
+0.0%
0.39%
-3.5%
Q2 2015$1,663,000
-1.0%
14,1200.0%0.40%
-4.3%
Q1 2015$1,679,000
-2.0%
14,120
-2.8%
0.42%
-9.1%
Q4 2014$1,713,000
+10.2%
14,520
+0.3%
0.46%
-1.5%
Q3 2014$1,554,000
-7.1%
14,4830.0%0.47%
-6.6%
Q2 2014$1,672,000
+1.8%
14,4830.0%0.50%
-6.0%
Q1 2014$1,643,000
+0.5%
14,483
-1.4%
0.54%
-6.5%
Q4 2013$1,635,000
-1.9%
14,693
-9.9%
0.57%
-10.8%
Q3 2013$1,666,000
+7.8%
16,300
-1.5%
0.64%
+2.1%
Q2 2013$1,546,00016,5500.63%
Other shareholders
ISHARES TR shareholders Q2 2016
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