Diversified Trust Co - 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
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,879,981
+15.5%
27,9420.0%0.10%
+3.2%
Q3 2023$2,492,985
-8.7%
27,942
-2.7%
0.09%
-6.0%
Q2 2023$2,730,699
+4.7%
28,717
+3.1%
0.10%
-2.0%
Q1 2023$2,608,072
+102378.3%
27,8670.0%0.10%
-3.8%
Q4 2022$2,545
-99.8%
27,867
+40.8%
0.11%
+43.2%
Q3 2022$1,632,000
-7.2%
19,788
+0.2%
0.07%0.0%
Q2 2022$1,759,000
+25.8%
19,757
+44.7%
0.07%
+51.0%
Q1 2022$1,398,00013,6540.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders