SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,353
-78.8%
60
-77.4%
0.00%
-100.0%
Q2 2023$25,199
+348.8%
265
+341.7%
0.00%
Q1 2023$5,615
+2.5%
600.0%0.00%
Q4 2022$5,479
-82.3%
60
-84.3%
0.00%
-100.0%
Q3 2022$31,000
-8.8%
3810.0%0.00%0.0%
Q2 2022$34,000
-15.0%
381
-1.8%
0.00%0.0%
Q1 2022$40,000
-2.4%
3880.0%0.00%0.0%
Q4 2021$41,000
+2.5%
388
-2.5%
0.00%0.0%
Q3 2021$40,000
+25.0%
398
+32.2%
0.00%0.0%
Q2 2021$32,000
+6.7%
3010.0%0.00%0.0%
Q1 2021$30,0000.0%301
-19.5%
0.00%0.0%
Q4 2020$30,000
+25.0%
374
+87.9%
0.00%0.0%
Q3 2020$24,000
-22.6%
199
-23.8%
0.00%
-50.0%
Q2 2020$31,000
-56.9%
261
-63.6%
0.00%
-66.7%
Q1 2020$72,000
-43.3%
717
-8.9%
0.01%
-33.3%
Q4 2019$127,000
+188.6%
787
+170.4%
0.01%
+125.0%
Q3 2019$44,000
+2.3%
2910.0%0.00%0.0%
Q2 2019$43,000
-25.9%
291
-25.6%
0.00%
-20.0%
Q1 2019$58,000
+31.8%
391
+16.4%
0.01%
+25.0%
Q4 2018$44,000
+388.9%
336
+500.0%
0.00%
+300.0%
Q3 2018$9,0000.0%560.0%0.00%0.0%
Q2 2018$9,000
+12.5%
560.0%0.00%0.0%
Q1 2018$8,000
+100.0%
56
+93.1%
0.00%0.0%
Q3 2016$4,000
+33.3%
290.0%0.00%
Q2 2016$3,0000.0%290.0%0.00%
-100.0%
Q1 2016$3,000290.00%
Other shareholders
ISHARES TR shareholders Q4 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