Cetera Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cetera Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,315,891
-6.5%
14,749
-0.3%
0.02%
-4.5%
Q2 2023$1,406,765
-14.2%
14,794
-15.5%
0.02%
-18.5%
Q1 2023$1,639,415
-17.2%
17,517
-19.2%
0.03%
-25.0%
Q4 2022$1,979,301
-33.6%
21,677
-40.0%
0.04%
-54.4%
Q3 2022$2,980,000
-20.3%
36,143
-13.9%
0.08%
-7.1%
Q2 2022$3,737,000
+51.5%
41,979
+74.3%
0.08%
+73.5%
Q1 2022$2,467,000
+9.1%
24,090
+11.3%
0.05%
+6.5%
Q4 2021$2,262,000
+42.5%
21,644
+37.3%
0.05%
+48.4%
Q3 2021$1,587,000
-10.3%
15,764
-6.1%
0.03%
-26.2%
Q2 2021$1,769,000
+8.1%
16,783
+3.4%
0.04%
-6.7%
Q1 2021$1,636,000
+9.9%
16,235
-11.4%
0.04%
-6.2%
Q4 2020$1,489,000
+18.5%
18,317
+78.3%
0.05%
+2.1%
Q3 2020$1,257,000
-0.7%
10,271
-2.4%
0.05%
-13.0%
Q2 2020$1,266,000
-10.3%
10,521
-25.5%
0.05%
-28.9%
Q1 2020$1,411,000
-44.8%
14,118
-11.4%
0.08%
-30.3%
Q4 2019$2,557,000
-62.3%
15,941
-64.6%
0.11%
-63.5%
Q3 2019$6,775,000
+1.6%
45,041
+0.3%
0.30%
+1.0%
Q2 2019$6,668,000
+0.2%
44,906
-0.4%
0.30%
-10.6%
Q1 2019$6,654,000
+12.6%
45,098
+0.7%
0.33%
-4.1%
Q4 2018$5,907,000
-30.1%
44,768
-11.4%
0.34%
-16.7%
Q3 2018$8,452,000
+7.9%
50,500
+5.2%
0.41%
-8.4%
Q2 2018$7,833,000
+16.1%
47,993
+7.4%
0.45%
+11.1%
Q1 2018$6,746,000
-2.7%
44,669
-1.0%
0.41%
-3.8%
Q4 2017$6,930,000
+22.6%
45,121
+18.1%
0.42%
+24.0%
Q3 2017$5,653,000
+8.0%
38,216
+2.2%
0.34%
+4.0%
Q2 2017$5,234,000
-24.7%
37,410
-25.3%
0.33%
-29.3%
Q1 2017$6,952,000
+2.2%
50,099
+3.1%
0.46%
-9.4%
Q4 2016$6,800,000
+11.7%
48,600
-0.6%
0.51%
+9.6%
Q3 2016$6,089,000
+2.4%
48,907
-3.9%
0.47%
+1.1%
Q2 2016$5,949,000
-5.8%
50,888
-8.8%
0.46%
-12.7%
Q1 2016$6,318,000
+8.0%
55,776
+3.0%
0.53%
+6.9%
Q4 2015$5,850,000
-0.6%
54,130
-3.7%
0.50%
-11.8%
Q3 2015$5,888,000
+34.7%
56,204
+51.6%
0.56%
+50.4%
Q2 2015$4,371,000
-14.9%
37,083
-14.2%
0.37%
-21.1%
Q1 2015$5,137,000
+6.1%
43,235
+5.4%
0.47%
+0.4%
Q4 2014$4,842,000
+3.7%
41,010
-5.7%
0.47%
+32.3%
Q3 2014$4,668,000
-4.8%
43,506
+2.6%
0.36%
-35.3%
Q2 2014$4,903,000
+8.2%
42,387
+6.2%
0.55%
-11.6%
Q1 2014$4,532,000
+17.8%
39,918
+15.4%
0.62%
+9.3%
Q4 2013$3,848,000
+8.3%
34,590
-0.3%
0.57%
-10.3%
Q3 2013$3,552,000
+12.1%
34,707
+2.2%
0.63%
-4.1%
Q2 2013$3,168,00033,9640.66%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders