ARGI Investment Services, 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
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,520
-99.9%
49,497
+10.0%
0.14%
+11.6%
Q3 2022$3,710,000
-25.9%
44,998
-20.0%
0.13%
-22.3%
Q2 2022$5,005,000
+8.1%
56,213
+24.2%
0.17%
+19.4%
Q1 2022$4,632,000
-7.4%
45,243
-5.5%
0.14%
-4.8%
Q4 2021$5,001,000
-2.7%
47,862
-6.2%
0.15%
-10.4%
Q3 2021$5,139,000
-6.1%
51,051
-1.7%
0.16%
-8.4%
Q2 2021$5,475,000
-6.4%
51,931
-10.5%
0.18%
-14.4%
Q1 2021$5,848,000
+12.0%
58,053
-9.6%
0.21%
+2.5%
Q4 2020$5,223,000
+8.7%
64,235
+63.7%
0.20%
-5.6%
Q3 2020$4,804,000
-67.3%
39,240
-67.9%
0.22%
-69.5%
Q2 2020$14,705,000
+18.3%
122,164
-1.7%
0.70%
+0.9%
Q1 2020$12,426,000
-45.1%
124,330
-15.6%
0.70%
-33.2%
Q4 2019$22,624,000
-1.2%
147,225
-3.5%
1.05%
-11.1%
Q3 2019$22,909,000
-0.7%
152,536
-1.8%
1.18%
-5.1%
Q2 2019$23,078,000
-3.1%
155,279
-3.9%
1.24%
-8.5%
Q1 2019$23,828,000
+2.4%
161,500
-8.5%
1.36%
-8.7%
Q4 2018$23,265,000
-20.7%
176,451
+0.4%
1.49%
-15.3%
Q3 2018$29,347,000
-3.7%
175,804
-5.8%
1.76%
-8.8%
Q2 2018$30,460,000
+5.7%
186,563
-2.4%
1.92%
+3.7%
Q1 2018$28,831,000
-0.1%
191,137
+1.7%
1.86%
-3.0%
Q4 2017$28,849,000
+9.0%
187,854
+3.6%
1.91%
+5.0%
Q3 2017$26,474,000
+4.5%
181,398
+0.2%
1.82%
-4.3%
Q2 2017$25,322,000
+3.9%
181,056
+2.5%
1.90%
-1.5%
Q1 2017$24,374,000
-7.8%
176,702
-6.4%
1.93%
-15.5%
Q4 2016$26,432,000
+10.6%
188,768
-1.4%
2.28%
+5.3%
Q3 2016$23,893,000
+7.8%
191,436
-0.8%
2.17%
-2.3%
Q2 2016$22,158,000
-5.4%
192,901
-6.6%
2.22%
-8.1%
Q1 2016$23,412,000
+7.2%
206,596
+2.3%
2.42%
+0.5%
Q4 2015$21,838,000
+4.2%
201,901
+1.0%
2.40%
+1.3%
Q3 2015$20,963,000
-10.9%
199,911
+0.1%
2.38%
-7.2%
Q2 2015$23,527,000
-0.4%
199,791
+0.6%
2.56%
-2.7%
Q1 2015$23,619,000
-11.8%
198,634
-20.4%
2.63%
-25.6%
Q3 2014$26,775,000
-1.7%
249,556
+5.7%
3.54%
-7.3%
Q2 2014$27,246,000
+5.6%
236,043
+3.8%
3.82%
-6.8%
Q1 2014$25,805,000
+12.4%
227,454
+10.2%
4.10%
+3.7%
Q4 2013$22,960,000
+15.7%
206,361
+6.3%
3.95%
+6.5%
Q3 2013$19,851,000
+3.3%
194,195
-5.6%
3.71%
-6.1%
Q2 2013$19,224,000205,7373.95%
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