Financial Engines Advisors L.L.C. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 710 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Engines Advisors L.L.C. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,064,955
+180.0%
82,913
+195.8%
0.02%
+200.0%
Q1 2024$2,880,403
+0.5%
28,030
+0.8%
0.01%
-14.3%
Q4 2023$2,867,318
+17.4%
27,819
+2.2%
0.01%
+16.7%
Q3 2023$2,442,943
-7.1%
27,222
-1.6%
0.01%
-14.3%
Q2 2023$2,631,023
+4.4%
27,669
+2.8%
0.01%0.0%
Q1 2023$2,519,869
-5.4%
26,925
-7.7%
0.01%
-12.5%
Q4 2022$2,664,146
+10.5%
29,176
-0.3%
0.01%0.0%
Q3 2022$2,412,000
-6.3%
29,254
+1.2%
0.01%0.0%
Q2 2022$2,574,000
-16.3%
28,921
-3.7%
0.01%0.0%
Q1 2022$3,074,000
+3.8%
30,026
+5.9%
0.01%0.0%
Q4 2021$2,962,000
+10.9%
28,349
+6.8%
0.01%0.0%
Q3 2021$2,672,000
+1.8%
26,547
+6.6%
0.01%0.0%
Q2 2021$2,625,000
+56.0%
24,897
+49.0%
0.01%
+60.0%
Q1 2021$1,683,000
+12.7%
16,710
-9.1%
0.01%0.0%
Q4 2020$1,494,000
+33.4%
18,373
+99.8%
0.01%
+25.0%
Q3 2020$1,120,000
-5.2%
9,194
-6.3%
0.00%
-20.0%
Q2 2020$1,181,000
-66.8%
9,815
-72.4%
0.01%
-73.7%
Q1 2020$3,560,000
-27.0%
35,621
+17.4%
0.02%
-20.8%
Q4 2019$4,880,000
+15.5%
30,347
+7.9%
0.02%
+4.3%
Q3 2019$4,224,000
+10.8%
28,131
+9.7%
0.02%
+4.5%
Q2 2019$3,811,000
+17.3%
25,645
+16.4%
0.02%
+22.2%
Q1 2019$3,250,00022,033
+1101550.0%
0.02%
Q2 2018$020.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders