Sensible Financial Planning & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sensible Financial Planning & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$302,000
-7.4%
3,6620.0%0.08%
-4.9%
Q2 2022$326,000
-13.5%
3,662
-0.4%
0.08%
-18.8%
Q1 2022$377,000
-2.1%
3,678
-0.1%
0.10%
-7.3%
Q4 2021$385,000
-0.8%
3,681
-4.5%
0.11%
-13.5%
Q3 2021$388,000
-4.0%
3,856
+0.5%
0.13%
-7.4%
Q2 2021$404,000
-7.6%
3,836
-11.5%
0.14%
-15.0%
Q1 2021$437,000
+23.8%
4,3360.0%0.16%
+21.2%
Q4 2020$353,000
+33.2%
4,336
+100.0%
0.13%
+22.2%
Q3 2020$265,000
+1.5%
2,1680.0%0.11%
-3.6%
Q2 2020$261,000
+20.3%
2,1680.0%0.11%
+8.7%
Q1 2020$217,000
-37.8%
2,1680.0%0.10%
-29.9%
Q4 2019$349,000
+7.1%
2,1680.0%0.15%
+4.3%
Q3 2019$326,000
+1.2%
2,1680.0%0.14%
+2.2%
Q2 2019$322,000
+51.2%
2,168
+50.1%
0.14%
+43.8%
Q1 2019$213,000
-11.6%
1,4440.0%0.10%
-14.3%
Q3 2018$241,000
+2.1%
1,4440.0%0.11%0.0%
Q2 2018$236,000
+8.3%
1,4440.0%0.11%
+7.7%
Q1 2018$218,000
+1.4%
1,444
-5.9%
0.10%
-30.2%
Q4 2016$215,0000.0%1,535
-10.7%
0.15%
+0.7%
Q3 2016$215,000
+4.4%
1,719
-2.6%
0.15%
+2.8%
Q2 2016$206,000
-9.3%
1,765
-11.9%
0.14%
-13.3%
Q1 2016$227,000
+3.7%
2,004
-1.2%
0.17%
-0.6%
Q4 2015$219,000
+2.3%
2,028
-0.7%
0.17%
-0.6%
Q3 2015$214,000
-12.7%
2,043
-2.0%
0.17%
-16.8%
Q2 2015$245,000
-1.2%
2,084
-0.1%
0.20%
-10.2%
Q1 2015$248,000
-23.5%
2,087
-24.1%
0.22%
-32.0%
Q4 2014$324,000
-0.3%
2,751
-9.3%
0.33%
+17.0%
Q3 2014$325,0003,0340.28%
Other shareholders
ISHARES TR shareholders Q4 2021
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