DT Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
DT Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,385,007
-11.1%
37,9400.0%0.41%
-5.3%
Q2 2023$3,809,556
+10.2%
37,9400.0%0.43%
+3.3%
Q1 2023$3,455,576
-0.3%
37,9400.0%0.42%
-7.9%
Q4 2022$3,464,301
+10.8%
37,9400.0%0.46%
-11.1%
Q3 2022$3,128,000
-7.4%
37,9400.0%0.51%
+2.0%
Q2 2022$3,378,000
-13.1%
37,9400.0%0.50%
+0.2%
Q1 2022$3,885,000
+33.1%
37,940
+35.8%
0.50%
+31.8%
Q4 2021$2,919,000
-23.6%
27,940
-26.4%
0.38%
-25.8%
Q3 2021$3,819,000
-4.5%
37,9400.0%0.51%
-7.4%
Q2 2021$4,000,000
+4.7%
37,9400.0%0.55%
+0.4%
Q1 2021$3,822,000
+23.9%
37,9400.0%0.55%
+12.2%
Q4 2020$3,085,000
+32.9%
37,940
+100.0%
0.49%
+47.0%
Q3 2020$2,322,000
+1.7%
18,9700.0%0.33%
+18.0%
Q2 2020$2,283,000
+20.4%
18,9700.0%0.28%
-8.1%
Q1 2020$1,896,000
-37.8%
18,9700.0%0.31%
+10.0%
Q4 2019$3,050,00018,9700.28%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders