M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 362 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.12 and the average weighting 0.7%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$214
+2.9%
2,2830.0%0.02%0.0%
Q4 2022$208
-99.9%
2,283
-2.9%
0.02%
+4.8%
Q2 2022$209,000
-39.4%
2,350
-30.2%
0.02%
-19.2%
Q1 2022$345,000
-88.8%
3,367
-88.5%
0.03%
-91.4%
Q2 2021$3,076,000
+25.3%
29,180
+19.7%
0.30%
+34.4%
Q1 2021$2,455,000
+214.7%
24,373
+360.9%
0.22%
+24.4%
Q1 2019$780,000
-65.4%
5,288
-69.0%
0.18%
-74.2%
Q4 2018$2,252,000
-27.7%
17,083
-8.4%
0.70%
-14.3%
Q3 2018$3,113,000
+11.7%
18,650
+9.2%
0.82%
+6.5%
Q2 2018$2,787,000
+36.3%
17,071
+25.9%
0.77%
+22.8%
Q1 2018$2,045,000
+10.2%
13,559
-24.1%
0.62%
+123.7%
Q4 2017$1,856,000
+41.1%
17,858
+101.4%
0.28%
-32.8%
Q3 2017$1,315,000
+5.8%
8,866
-0.3%
0.42%
-2.1%
Q2 2017$1,243,000
+16.4%
8,889
+15.4%
0.42%
+2.9%
Q1 2017$1,068,000
+0.5%
7,702
+1.5%
0.41%
+12.0%
Q4 2016$1,063,0007,5900.37%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders