AFT, FORSYTH & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 492 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
AFT, FORSYTH & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$643,638
-6.2%
7,2140.0%0.47%
-2.9%
Q2 2023$685,984
+1.7%
7,214
+0.1%
0.49%
-6.7%
Q1 2023$674,248
+2.6%
7,204
+0.1%
0.52%
-7.0%
Q4 2022$657,060
+11.0%
7,196
+0.3%
0.56%
+6.1%
Q3 2022$592,000
-7.4%
7,1750.0%0.53%
+2.3%
Q2 2022$639,000
-16.7%
7,175
-4.2%
0.52%
+5.5%
Q1 2022$767,000
-1.9%
7,493
+0.1%
0.49%
+21.9%
Q4 2021$782,000
+4.8%
7,486
+1.0%
0.40%0.0%
Q3 2021$746,000
-4.5%
7,4100.0%0.40%
-3.8%
Q2 2021$781,000
+4.7%
7,410
+0.0%
0.42%
-6.7%
Q1 2021$746,000
+27.7%
7,407
+3.1%
0.45%
+22.5%
Q4 2020$584,000
+33.9%
7,187
+101.8%
0.36%
+12.7%
Q3 2020$436,000
+1.6%
3,561
+0.0%
0.32%
-10.5%
Q2 2020$429,000
-99.9%
3,560
-10.8%
0.36%
-9.7%
Q1 2020$399,069,000
+60548.8%
3,993
-2.4%
0.40%
-20.1%
Q4 2019$658,000
+7.2%
4,093
+0.0%
0.50%
-1.0%
Q3 2019$614,000
+1.0%
4,0910.0%0.51%
+1.2%
Q2 2019$608,000
-1.0%
4,091
-1.7%
0.50%
-5.8%
Q1 2019$614,000
+15.2%
4,160
+3.0%
0.53%
+0.2%
Q4 2018$533,000
-21.5%
4,040
-0.6%
0.53%
-5.7%
Q3 2018$679,000
+2.3%
4,0650.0%0.56%
-3.3%
Q2 2018$664,000
+9.2%
4,065
+0.9%
0.58%
+2.6%
Q1 2018$608,000
-1.5%
4,030
+0.3%
0.57%
-6.1%
Q4 2017$617,000
+32.1%
4,019
-12.0%
0.60%
-0.3%
Q3 2013$467,000
+9.4%
4,5650.0%0.61%
-0.7%
Q2 2013$427,0004,5650.61%
Other shareholders
ISHARES TR shareholders Q3 2019
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