B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,158,623
-49.0%
12,910
-45.9%
0.03%
-39.2%
Q2 2023$2,269,909
-20.0%
23,871
-21.2%
0.05%
-32.9%
Q1 2023$2,836,066
-24.3%
30,303
-26.2%
0.08%
-27.6%
Q4 2022$3,748,696
+23.2%
41,055
+11.3%
0.10%
+14.1%
Q3 2022$3,042,000
-51.8%
36,887
-47.9%
0.09%
-65.3%
Q2 2022$6,307,000
+63.1%
70,832
+87.6%
0.26%
+108.7%
Q1 2022$3,866,000
+3.0%
37,748
+5.1%
0.13%
+17.6%
Q4 2021$3,754,000
+2.5%
35,917
+0.4%
0.11%
-6.9%
Q3 2021$3,662,000
-58.2%
35,780
-57.2%
0.12%
-59.2%
Q2 2021$8,752,000
+166.5%
83,536
+139.2%
0.28%
+144.8%
Q1 2021$3,284,000
+49.4%
34,920
+29.2%
0.12%
-1.7%
Q4 2020$2,198,000
+14.7%
27,018
+111.8%
0.12%
-37.6%
Q3 2019$1,917,000
+771.4%
12,759
+624.1%
0.19%
+339.5%
Q3 2016$220,000
+88.0%
1,762
+77.4%
0.04%
+2050.0%
Q4 2014$117,000
-99.9%
993
-21.1%
0.00%
-94.1%
Q2 2014$145,326,0001,2590.03%
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