PATTON ALBERTSON MILLER GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

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$489,0002,9950.25%
Other shareholders
ISHARES TR shareholders Q1 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