USCA RIA LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
USCA RIA LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$956,000
+4.7%
9,070
+0.1%
0.06%
-3.3%
Q1 2021$913,000
+220.4%
9,063
+158.6%
0.06%
+200.0%
Q4 2020$285,000
+33.2%
3,504
+100.0%
0.02%
+17.6%
Q3 2020$214,000
+1.4%
1,7520.0%0.02%
-10.5%
Q2 2020$211,000
-62.5%
1,752
-37.8%
0.02%
-13.6%
Q1 2020$562,000
-73.6%
2,817
-78.7%
0.02%
-88.4%
Q4 2019$2,126,000
+5.7%
13,223
-1.3%
0.19%
-4.0%
Q3 2019$2,011,000
+0.3%
13,393
-0.7%
0.20%
-2.9%
Q2 2019$2,005,0000.0%13,493
-0.7%
0.20%
-6.4%
Q1 2019$2,005,000
+426.2%
13,587
+370.0%
0.22%
+327.5%
Q4 2018$381,000
-86.3%
2,891
-82.6%
0.05%
-82.0%
Q3 2018$2,776,000
+3.5%
16,631
+1.2%
0.28%
-1.7%
Q2 2018$2,683,000
+9.6%
16,432
+1.3%
0.29%
+6.7%
Q1 2018$2,448,000
-16.0%
16,226
-14.5%
0.27%
-16.1%
Q4 2017$2,915,000
+22.8%
18,982
+11.8%
0.32%
+4.9%
Q3 2017$2,374,0000.0%16,9790.0%0.31%
+1.0%
Q2 2017$2,374,000
-2.3%
16,979
-3.2%
0.30%
-14.8%
Q1 2017$2,431,000
+12.2%
17,536
+13.3%
0.36%
+6.9%
Q4 2016$2,167,000
-22.6%
15,475
-31.0%
0.33%
-28.0%
Q3 2016$2,800,000
+3.7%
22,436
-2.9%
0.46%
+2.4%
Q2 2016$2,699,000
+8.7%
23,098
+5.4%
0.45%
+0.4%
Q1 2016$2,484,00021,9180.45%
Other shareholders
ISHARES TR shareholders Q3 2021
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