Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,052
-43.9%
79,046
-40.2%
0.03%
-42.1%
Q2 2023$12,572
-13.7%
132,215
-15.0%
0.06%
-19.7%
Q1 2023$14,565
+5.2%
155,629
+2.6%
0.07%
-1.4%
Q4 2022$13,846
-99.9%
151,642
-22.5%
0.07%
-20.9%
Q3 2022$16,133,000
-73.9%
195,666
-71.8%
0.09%
-72.6%
Q2 2022$61,719,000
+27.1%
693,238
+46.2%
0.33%
+48.9%
Q1 2022$48,566,000
+388.9%
474,323
+398.9%
0.22%
+406.8%
Q4 2021$9,934,000
-54.6%
95,074
-56.2%
0.04%
-59.3%
Q3 2021$21,857,000
-44.4%
217,120
-41.8%
0.11%
-42.6%
Q2 2021$39,308,000
+0.8%
372,837
-3.7%
0.19%
-11.3%
Q1 2021$38,983,000
+831.5%
386,962
+651.8%
0.21%
+783.3%
Q4 2020$4,185,000
+25.3%
51,469
+88.7%
0.02%
+4.3%
Q3 2020$3,339,000
-1.9%
27,275
-3.5%
0.02%
-11.5%
Q2 2020$3,403,000
+46.4%
28,269
+21.6%
0.03%
+18.2%
Q1 2020$2,324,000
-50.8%
23,251
-20.9%
0.02%
-40.5%
Q4 2019$4,727,000
-11.5%
29,394
-17.3%
0.04%
-21.3%
Q3 2019$5,339,000
+4.9%
35,546
+3.8%
0.05%0.0%
Q2 2019$5,090,000
-18.6%
34,251
-19.2%
0.05%
-21.7%
Q1 2019$6,256,000
+47.4%
42,402
+31.8%
0.06%
+27.7%
Q4 2018$4,243,000
-87.3%
32,181
-84.0%
0.05%
-85.3%
Q3 2018$33,486,000
+209.4%
200,601
+202.6%
0.32%
+180.7%
Q2 2018$10,823,000
-57.3%
66,289
-60.6%
0.11%
-60.1%
Q1 2018$25,373,000
+58.9%
168,208
+61.7%
0.29%
+52.1%
Q4 2017$15,972,000
+356.0%
104,002
+340.3%
0.19%
+300.0%
Q3 2017$3,503,000
+6.1%
23,623
+0.1%
0.05%
-4.1%
Q2 2017$3,301,000
-68.1%
23,608
-68.4%
0.05%
-72.3%
Q1 2017$10,354,000
-17.5%
74,679
-16.7%
0.18%
-24.7%
Q4 2016$12,546,000
+33.9%
89,608
+19.3%
0.24%
+35.1%
Q3 2016$9,373,000
-12.5%
75,101
-18.1%
0.17%
-23.3%
Q2 2016$10,716,000
+80.4%
91,727
+74.9%
0.23%
+69.4%
Q1 2016$5,941,000
+190.4%
52,431
+177.2%
0.13%
+179.2%
Q4 2015$2,046,000
-62.9%
18,916
-64.0%
0.05%
-69.6%
Q3 2015$5,513,000
-45.4%
52,607
-38.7%
0.16%
-43.4%
Q2 2015$10,102,000
+103.6%
85,786
+105.6%
0.28%
+97.9%
Q1 2015$4,962,000
+237.3%
41,726
+234.6%
0.14%
+206.5%
Q4 2014$1,471,000
+24.5%
12,472
+13.2%
0.05%
+31.4%
Q3 2014$1,182,000
-65.1%
11,018
-62.5%
0.04%
-70.3%
Q2 2014$3,388,000
+12.0%
29,354
+10.1%
0.12%
+3.5%
Q1 2014$3,025,000
+0.4%
26,663
-1.5%
0.11%
-7.3%
Q4 2013$3,013,000
+118.7%
27,081
+100.9%
0.12%
+105.0%
Q3 2013$1,378,000
+15.7%
13,479
+5.8%
0.06%
-1.6%
Q2 2013$1,191,00012,7430.06%
Other shareholders
ISHARES TR shareholders Q1 2021
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