Raymond James Financial Services Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,928,263
-11.7%
223,361
-5.8%
0.04%
-10.0%
Q2 2023$22,558,296
-2.3%
237,231
-3.8%
0.04%
-9.1%
Q1 2023$23,091,008
+6.7%
246,725
+4.1%
0.04%0.0%
Q4 2022$21,641,703
+18.9%
237,003
+7.4%
0.04%
+10.0%
Q3 2022$18,195,000
-38.1%
220,676
-33.2%
0.04%
-37.5%
Q2 2022$29,405,000
-0.7%
330,271
+14.2%
0.06%
+14.3%
Q1 2022$29,618,000
-11.0%
289,248
-9.2%
0.06%
-9.7%
Q4 2021$33,274,000
+42.3%
318,428
+37.1%
0.06%
+31.9%
Q3 2021$23,390,000
-35.1%
232,341
-32.0%
0.05%
-35.6%
Q2 2021$36,030,000
+9.2%
341,736
+4.4%
0.07%
-1.4%
Q1 2021$32,984,000
+103.8%
327,414
+64.5%
0.07%
+85.0%
Q4 2020$16,181,000
+53.5%
199,004
+131.1%
0.04%
+33.3%
Q3 2020$10,541,000
+0.4%
86,104
-1.3%
0.03%
-9.1%
Q2 2020$10,499,000
-32.5%
87,217
-44.0%
0.03%
-51.5%
Q1 2020$15,562,000
-41.5%
155,710
-5.9%
0.07%
-20.0%
Q4 2019$26,598,000
+25.6%
165,409
+17.3%
0.08%
+10.4%
Q3 2019$21,173,000
+0.1%
140,968
-0.9%
0.08%
-4.9%
Q2 2019$21,145,000
-21.4%
142,270
-21.9%
0.08%
-27.0%
Q1 2019$26,888,000
+23.3%
182,244
+10.2%
0.11%
-3.5%
Q4 2018$21,814,000
-25.2%
165,447
-5.3%
0.12%
-12.9%
Q3 2018$29,169,000
+6.1%
174,735
+3.8%
0.13%
-5.7%
Q2 2018$27,491,000
+13.0%
168,375
+4.4%
0.14%0.0%
Q1 2018$24,322,000
-6.8%
161,244
-5.1%
0.14%
-14.1%
Q4 2017$26,092,000
+45.6%
169,901
+40.6%
0.16%
+41.7%
Q3 2017$17,920,000
-3.7%
120,826
-9.3%
0.12%
-10.9%
Q2 2017$18,618,000
-7.6%
133,149
-8.3%
0.13%
-15.7%
Q1 2017$20,143,000
-15.8%
145,259
-15.0%
0.15%
-23.9%
Q4 2016$23,926,000
+5.4%
170,853
-6.0%
0.20%
-0.5%
Q3 2016$22,692,000
+13.7%
181,779
+6.4%
0.20%
+4.7%
Q2 2016$19,958,000
+22.8%
170,830
+19.1%
0.19%
+3.2%
Q1 2016$16,250,000
+45.9%
143,398
+39.3%
0.19%
+43.8%
Q4 2015$11,137,000
+14.0%
102,963
+10.4%
0.13%
-20.2%
Q3 2015$9,771,000
+265.4%
93,240
+310.7%
0.16%
-14.7%
Q2 2015$2,674,000
-69.8%
22,704
-69.5%
0.19%
-55.8%
Q1 2015$8,848,000
+3.5%
74,409
+2.7%
0.43%
-2.3%
Q4 2014$8,545,000
+11.6%
72,453
+1.5%
0.44%
+6.5%
Q3 2014$7,660,000
-2.9%
71,395
+4.4%
0.42%
-11.5%
Q2 2014$7,891,000
+3.9%
68,359
+2.2%
0.47%
+4.9%
Q1 2014$7,592,000
-13.9%
66,916
-15.5%
0.45%
-17.4%
Q4 2013$8,813,000
+11.1%
79,207
+2.0%
0.54%
+3.0%
Q3 2013$7,935,000
+37.9%
77,631
+26.0%
0.52%
+212.5%
Q2 2013$5,756,00061,5980.17%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders