Savant Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 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
Savant Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,556,058
-5.6%
286,439
+0.6%
0.38%
-9.9%
Q2 2023$27,064,054
+1.9%
284,615
+0.3%
0.42%
-14.5%
Q1 2023$26,562,809
+936.1%
283,821
-2.8%
0.50%
+685.7%
Q4 2022$2,563,652
+23.5%
292,124
+1060.5%
0.06%
-3.1%
Q3 2022$2,075,000
-7.3%
25,172
+0.1%
0.06%
-4.4%
Q2 2022$2,238,000
-16.2%
25,141
-3.6%
0.07%
-21.8%
Q1 2022$2,670,000
-2.6%
26,080
-0.5%
0.09%
-2.2%
Q4 2021$2,740,000
+2.8%
26,223
-1.0%
0.09%
-8.2%
Q3 2021$2,666,000
-4.0%
26,486
+0.6%
0.10%
-13.4%
Q2 2021$2,776,000
-0.4%
26,327
-4.9%
0.11%
-24.8%
Q1 2021$2,788,000
+15.0%
27,670
-7.2%
0.15%
+5.7%
Q4 2020$2,424,000
+27.6%
29,808
+92.2%
0.14%
+8.5%
Q3 2020$1,899,000
-3.7%
15,511
-5.3%
0.13%
-12.8%
Q2 2020$1,971,000
+6.3%
16,377
-11.7%
0.15%
-15.3%
Q1 2020$1,854,000
-59.2%
18,555
-34.3%
0.18%
-68.4%
Q4 2019$4,543,000
+5.8%
28,254
-1.1%
0.56%
-6.5%
Q3 2019$4,292,000
+3.0%
28,579
+1.9%
0.60%
+1.5%
Q2 2019$4,167,000
+8.8%
28,035
+8.0%
0.59%
-18.4%
Q1 2019$3,829,000
+23.8%
25,955
+10.6%
0.72%
+11.0%
Q4 2018$3,094,000
+85.3%
23,468
+134.6%
0.65%
+116.0%
Q3 2018$1,670,000
+1.5%
10,005
-0.7%
0.30%
-14.8%
Q2 2018$1,646,000
+5.6%
10,080
-2.4%
0.35%
+7.0%
Q1 2018$1,558,000
-3.3%
10,327
-1.6%
0.33%
-2.9%
Q4 2017$1,611,000
+0.8%
10,491
-2.6%
0.34%
-5.3%
Q3 2017$1,598,000
+2.7%
10,772
-3.2%
0.36%
-2.7%
Q2 2017$1,556,0000.0%11,127
-0.8%
0.37%
-4.4%
Q1 2017$1,556,000
-13.7%
11,221
-12.9%
0.38%
-20.5%
Q4 2016$1,803,000
+10.4%
12,879
-1.6%
0.48%
+7.8%
Q3 2016$1,633,000
+5.7%
13,087
-1.0%
0.45%
+1.6%
Q2 2016$1,545,000
-1.0%
13,224
-3.9%
0.44%
-6.8%
Q1 2016$1,560,000
+4.1%
13,765
-0.6%
0.47%
+1.3%
Q4 2015$1,499,000
+2.3%
13,855
-1.0%
0.47%
-10.9%
Q3 2015$1,466,000
-16.2%
13,994
-5.8%
0.52%
-10.7%
Q2 2015$1,749,000
-3.8%
14,853
-2.8%
0.59%
-8.7%
Q1 2015$1,818,000
-0.7%
15,287
-1.6%
0.64%
-7.2%
Q4 2014$1,831,000
+5.5%
15,528
-4.0%
0.69%
-6.0%
Q3 2014$1,736,000
-10.6%
16,183
-3.7%
0.74%
-12.0%
Q2 2014$1,941,000
-3.2%
16,812
-4.9%
0.84%
-9.7%
Q1 2014$2,006,000
-6.2%
17,684
-8.0%
0.93%
-11.4%
Q4 2013$2,139,000
+1.4%
19,221
-6.8%
1.05%
-8.7%
Q3 2013$2,109,000
+5.0%
20,633
-4.0%
1.15%
-1.5%
Q2 2013$2,008,00021,4931.16%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders