Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,769,794
-12.2%
244,001
-6.4%
0.95%
-12.6%
Q2 2023$24,782,785
-5.0%
260,625
-6.5%
1.09%
-20.2%
Q1 2023$26,095,331
-2.6%
278,826
-4.9%
1.36%
-8.4%
Q4 2022$26,780,792
+2216.7%
293,295
+1991.5%
1.49%
+1735.8%
Q3 2022$1,156,000
+84.7%
14,023
+125.1%
0.08%
+50.0%
Q4 2021$626,000
+2508.3%
6,229
+3918.7%
0.05%
+1700.0%
Q4 2017$24,0001550.00%
Other shareholders
ISHARES TR shareholders Q3 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