Pure Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pure Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$522,379
+14.8%
5,068
-0.6%
0.02%
-5.3%
Q3 2023$455,116
-67.4%
5,101
-65.2%
0.02%
-67.8%
Q2 2023$1,395,528
-1.1%
14,676
-2.7%
0.06%
-9.2%
Q1 2023$1,411,672
-3.4%
15,084
-5.8%
0.06%
-13.3%
Q4 2022$1,461,620
+4.0%
16,007
-6.2%
0.08%
-8.5%
Q3 2022$1,406,000
-10.8%
17,057
-3.6%
0.08%
-16.3%
Q2 2022$1,576,000
-15.0%
17,702
-2.2%
0.10%
+15.3%
Q1 2022$1,854,000
+9.8%
18,107
+12.0%
0.08%
+1.2%
Q4 2021$1,689,000
+1.3%
16,160
-2.4%
0.08%
-34.9%
Q3 2021$1,667,000
-5.4%
16,558
-1.0%
0.13%
-9.8%
Q2 2021$1,763,000
-0.8%
16,726
-5.2%
0.14%
-19.2%
Q1 2021$1,778,000
-6.4%
17,647
-24.5%
0.18%
-22.0%
Q4 2020$1,900,000
+11.7%
23,371
+68.2%
0.23%
-8.5%
Q3 2020$1,701,000
-8.6%
13,893
-10.2%
0.25%
-14.8%
Q2 2020$1,862,000
-0.2%
15,470
-17.1%
0.29%
-7.3%
Q1 2020$1,865,000
-55.2%
18,658
-28.0%
0.31%
-55.8%
Q4 2019$4,164,000
+15.7%
25,898
+8.1%
0.71%
+9.4%
Q3 2019$3,599,000
+7.4%
23,965
+6.3%
0.65%
+8.2%
Q2 2019$3,351,000
+13.2%
22,546
+12.4%
0.60%
+7.7%
Q1 2019$2,960,000
+19.7%
20,064
+7.0%
0.56%
+11.4%
Q4 2018$2,473,000
+7.5%
18,757
+36.1%
0.50%
-0.4%
Q3 2018$2,301,000
+39.8%
13,786
+24.2%
0.50%
+18.9%
Q3 2017$1,646,000
+19.8%
11,102
+13.0%
0.42%
+14.0%
Q2 2017$1,374,000
+10.0%
9,827
+9.0%
0.37%
+2.8%
Q1 2017$1,249,000
+14.2%
9,012
+15.3%
0.36%
+10.1%
Q4 2016$1,094,000
+11.0%
7,813
-1.1%
0.33%
+3.5%
Q3 2016$986,000
+21.7%
7,899
+13.9%
0.32%
+14.0%
Q2 2016$810,000
+23.5%
6,932
+19.7%
0.28%
+18.3%
Q1 2016$656,000
+56.6%
5,792
+49.5%
0.24%
+29.1%
Q4 2015$419,000
+78.3%
3,874
+72.4%
0.18%
+65.5%
Q3 2015$235,0002,2470.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders