Triangle Securities Wealth Management - 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
Triangle Securities Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,877,357
-6.1%
21,042
+0.1%
0.67%
-2.9%
Q2 2023$1,999,161
+1.9%
21,024
+0.2%
0.69%
-2.0%
Q1 2023$1,962,807
-0.8%
20,972
-3.2%
0.70%
-3.2%
Q4 2022$1,978,532
+15.0%
21,668
+3.9%
0.72%
+3.1%
Q3 2022$1,720,000
-3.3%
20,855
+4.5%
0.70%
+1.4%
Q2 2022$1,778,000
-10.7%
19,966
+2.6%
0.69%
+3.9%
Q1 2022$1,992,000
-2.2%
19,460
-0.1%
0.67%
+4.7%
Q4 2021$2,036,000
+3.9%
19,487
+0.1%
0.64%
-4.2%
Q3 2021$1,960,000
-5.2%
19,473
-0.7%
0.66%
-4.9%
Q2 2021$2,067,000
+2.6%
19,602
-1.9%
0.70%
-4.0%
Q1 2021$2,014,000
+20.9%
19,991
-2.4%
0.73%
+10.3%
Q4 2020$1,666,000
+30.5%
20,488
+96.5%
0.66%
+14.4%
Q3 2020$1,277,000
+1.5%
10,428
-0.2%
0.58%
-4.2%
Q2 2020$1,258,000
-46.9%
10,452
-55.9%
0.60%
-55.9%
Q1 2020$2,367,000
-57.3%
23,683
-31.3%
1.36%
-43.2%
Q4 2019$5,541,000
+8.2%
34,462
+1.1%
2.40%
-4.1%
Q3 2019$5,120,0000.0%34,092
-1.4%
2.50%
-3.8%
Q2 2019$5,120,000
+1.1%
34,585
+0.7%
2.60%
-2.0%
Q1 2019$5,066,000
-34.0%
34,338
-41.0%
2.66%
-41.4%
Q4 2018$7,679,000
-17.6%
58,237
+4.3%
4.53%
-8.4%
Q3 2018$9,317,000
-1.2%
55,814
-3.4%
4.95%
-6.1%
Q2 2018$9,433,000
+6.1%
57,773
-1.9%
5.27%
+3.3%
Q1 2018$8,887,000
-1.0%
58,918
+0.8%
5.10%
-0.4%
Q4 2017$8,975,000
+4.5%
58,439
+0.9%
5.12%
+0.3%
Q3 2017$8,587,000
+7.3%
57,900
+0.3%
5.11%
+0.0%
Q1 2017$8,002,000
-0.3%
57,715
+0.7%
5.11%
-4.8%
Q4 2016$8,025,000
+8.7%
57,318
-3.1%
5.36%
+5.0%
Q3 2016$7,383,000
+7.2%
59,158
-2.7%
5.11%
+13.6%
Q1 2016$6,890,000
+17.7%
60,798
+8.8%
4.50%
+1.5%
Q3 2015$5,856,000
+584.1%
55,881
+676.0%
4.43%
+646.7%
Q1 2015$856,000
+32.5%
7,201
+31.5%
0.59%
+28.9%
Q4 2014$646,0005,4770.46%
Other shareholders
ISHARES TR shareholders Q2 2022
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