PATTON ALBERTSON MILLER GROUP, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

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Quarter-by-quarter ownership
PATTON ALBERTSON MILLER GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$534,428
-6.2%
5,9900.0%0.10%
-4.5%
Q2 2023$569,589
-2.1%
5,990
-3.6%
0.11%
+2.8%
Q1 2023$581,568
+2.5%
6,2140.0%0.11%
+2.9%
Q4 2022$567,400
+10.8%
6,2140.0%0.10%
-5.5%
Q3 2022$512,000
-7.4%
6,2140.0%0.11%
-2.7%
Q2 2022$553,000
-13.1%
6,2140.0%0.11%
+3.7%
Q1 2022$636,000
-2.0%
6,2140.0%0.11%
+3.8%
Q4 2021$649,000
+3.7%
6,2140.0%0.10%
-12.5%
Q3 2021$626,000
-4.4%
6,2140.0%0.12%
-19.5%
Q2 2021$655,000
+4.6%
6,2140.0%0.15%
-1.3%
Q1 2021$626,000
+7.4%
6,2140.0%0.15%
+9.4%
Q4 2020$583,000
+49.1%
6,214
+94.4%
0.14%
+24.3%
Q3 2020$391,000
+1.6%
3,197
+0.0%
0.11%
-0.9%
Q2 2020$385,000
+28.8%
3,196
+6.7%
0.11%
+10.9%
Q1 2020$299,000
-38.0%
2,9950.0%0.10%
-19.8%
Q4 2019$482,000
+7.1%
2,9950.0%0.13%
-1.6%
Q3 2019$450,000
+3.9%
2,9950.0%0.13%
+2.4%
Q2 2019$433,000
-2.0%
2,9950.0%0.12%
-44.2%
Q1 2019$442,000
-1.1%
2,9950.0%0.22%
-5.9%
Q4 2018$447,000
+2.1%
2,9950.0%0.24%
+7.2%
Q3 2018$438,000
-10.4%
2,9950.0%0.22%
-10.1%
Q2 2018$489,000–2,995–0.25%–
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Other shareholders
ISHARES TR shareholders Q4 2020
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