B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 693 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,477,059
+27.5%
15,185
+17.6%
0.04%
+22.6%
Q1 2024$1,158,623
-85.7%
12,910
-83.6%
0.03%
-85.8%
Q4 2023$8,104,473
+599.5%
78,631
+509.1%
0.22%
+603.2%
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 Q3 2022
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