Narwhal Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Narwhal Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$244,088
+2.0%
2,736
+8.7%
0.03%
+7.1%
Q2 2023$239,228
+0.9%
2,516
-0.7%
0.03%
-6.7%
Q1 2023$237,133
+2.5%
2,5330.0%0.03%
-3.2%
Q4 2022$231,351
+10.7%
2,533
-0.0%
0.03%
+3.3%
Q3 2022$209,000
-7.5%
2,5340.0%0.03%
-3.2%
Q2 2022$226,000
-12.7%
2,534
+0.0%
0.03%
+3.3%
Q1 2022$259,000
-2.3%
2,5330.0%0.03%0.0%
Q4 2021$265,0002,5330.03%
Other shareholders
ISHARES TR shareholders Q4 2022
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