Endurance Wealth Management, 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
Endurance Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$262
+1.6%
2,7550.0%0.04%
-2.7%
Q1 2023$258
+2.4%
2,7550.0%0.04%
-2.6%
Q4 2022$252
-99.9%
2,7550.0%0.04%
+2.7%
Q3 2022$227,000
-7.3%
2,7550.0%0.04%0.0%
Q2 2022$245,000
-13.1%
2,7550.0%0.04%
+2.8%
Q1 2022$282,000
-2.1%
2,7550.0%0.04%
+16.1%
Q4 2021$288,000
+0.3%
2,755
-3.3%
0.03%
-3.1%
Q3 2021$287,000
-4.3%
2,8500.0%0.03%
-3.0%
Q2 2021$300,000
-3.8%
2,850
-8.1%
0.03%
-10.8%
Q1 2021$312,0000.0%3,100
-19.3%
0.04%
-5.1%
Q4 2020$312,000
+22.8%
3,840
+84.8%
0.04%
+5.4%
Q3 2020$254,000
-4.9%
2,078
-6.3%
0.04%
-15.9%
Q2 2020$267,000
+21.9%
2,218
+1.1%
0.04%
+4.8%
Q1 2020$219,000
-49.4%
2,193
-18.6%
0.04%
-36.4%
Q4 2019$433,000
+9.6%
2,693
+2.4%
0.07%0.0%
Q3 2019$395,000
-0.3%
2,630
-1.5%
0.07%
+6.5%
Q2 2019$396,000
+11.5%
2,670
+10.8%
0.06%
+6.9%
Q1 2019$355,000
+40.9%
2,409
+26.2%
0.06%
+23.4%
Q4 2018$252,000
-17.4%
1,909
+4.4%
0.05%
-2.1%
Q3 2018$305,000
+2.0%
1,8290.0%0.05%
-2.0%
Q2 2018$299,000
+11.6%
1,829
+2.8%
0.05%
+8.9%
Q1 2018$268,000
-1.8%
1,7790.0%0.04%
+2.3%
Q4 2017$273,000
+12.3%
1,779
+8.6%
0.04%
+10.0%
Q3 2017$243,000
+3.4%
1,638
-2.4%
0.04%0.0%
Q2 2017$235,000
+3.5%
1,678
+2.4%
0.04%
+2.6%
Q1 2017$227,000
+2.3%
1,638
+3.1%
0.04%
-2.5%
Q4 2016$222,000
+32.9%
1,589
+18.6%
0.04%
+33.3%
Q3 2016$167,000
+29.5%
1,340
+21.8%
0.03%
+25.0%
Q2 2016$129,000
+3.2%
1,1000.0%0.02%
+33.3%
Q1 2016$125,000
+13.6%
1,100
+7.8%
0.02%
-14.3%
Q4 2015$110,000
-3.5%
1,0200.0%0.02%
+5.0%
Q3 2015$114,000
-5.0%
1,0200.0%0.02%0.0%
Q2 2015$120,0001,0200.02%
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