Goldstein Munger & Associates - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Goldstein Munger & Associates ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$364,000
-7.6%
4,4200.0%0.12%
+0.8%
Q2 2022$394,000
-13.0%
4,4200.0%0.12%
+1.7%
Q1 2022$453,000
-1.9%
4,4200.0%0.12%
+0.9%
Q4 2021$462,000
+3.8%
4,4200.0%0.12%
-2.5%
Q3 2021$445,000
-4.5%
4,4200.0%0.12%
-3.3%
Q2 2021$466,000
+4.7%
4,4200.0%0.12%
-0.8%
Q1 2021$445,000
+24.0%
4,4200.0%0.12%
+17.0%
Q4 2020$359,000
+32.5%
4,420
+100.0%
0.11%
+16.5%
Q3 2020$271,000
+1.9%
2,2100.0%0.09%
-9.0%
Q2 2020$266,000
-15.0%
2,210
-29.4%
0.10%
-35.1%
Q1 2020$313,000
-37.8%
3,1300.0%0.15%
-25.2%
Q4 2019$503,000
+7.0%
3,1300.0%0.21%
-0.5%
Q3 2019$470,000
+1.1%
3,1300.0%0.21%
+2.0%
Q2 2019$465,000
+0.6%
3,1300.0%0.20%
+0.5%
Q1 2019$462,000
+11.9%
3,1300.0%0.20%0.0%
Q4 2018$413,000
-20.9%
3,1300.0%0.20%
-8.6%
Q3 2018$522,000
+2.2%
3,1300.0%0.22%
+2.3%
Q2 2018$511,000
+8.3%
3,1300.0%0.22%
+6.4%
Q1 2018$472,000
-9.6%
3,130
-7.9%
0.20%
-9.0%
Q4 2017$522,000
+3.6%
3,4000.0%0.22%
-1.3%
Q3 2017$504,000
+6.1%
3,4000.0%0.23%
+3.2%
Q2 2017$475,000
+0.8%
3,4000.0%0.22%
+5.8%
Q1 2017$471,000
-1.1%
3,4000.0%0.21%
-2.4%
Q4 2016$476,0003,4000.21%
Other shareholders
ISHARES TR shareholders Q3 2021
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