LVZ, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 370 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.56 and the average weighting 0.6%.

Quarter-by-quarter ownership
LVZ, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$291,000
+40.6%
3,574
+111.9%
0.05%
+14.0%
Q3 2020$207,000
-94.6%
1,687
-94.2%
0.04%
-96.1%
Q4 2018$3,834,000
-62.6%
29,075
-55.2%
1.09%
-57.6%
Q3 2018$10,262,000
+426.3%
64,908
+443.3%
2.57%
+419.0%
Q2 2018$1,950,000
+11.9%
11,946
+3.4%
0.50%
+4.7%
Q1 2018$1,742,000
+4.3%
11,550
+6.2%
0.47%
-4.3%
Q4 2017$1,670,000
+6.3%
10,876
+2.7%
0.49%
-2.2%
Q3 2017$1,571,000
+9.9%
10,595
+3.6%
0.50%
+2.0%
Q2 2017$1,430,000
-73.0%
10,228
-73.2%
0.50%
-74.6%
Q1 2017$5,295,000
-14.7%
38,188
-13.8%
1.95%
-21.1%
Q4 2016$6,205,000
+15.2%
44,319
+2.7%
2.46%
+11.4%
Q3 2016$5,388,000
+11.9%
43,173
+4.7%
2.21%
+3.3%
Q2 2016$4,816,000
+3.7%
41,224
+0.6%
2.14%
-2.0%
Q1 2016$4,644,000
+9.9%
40,978
+4.9%
2.18%
-8.6%
Q4 2015$4,224,000
+9.0%
39,058
+5.6%
2.39%
-4.5%
Q3 2015$3,877,000
-53.1%
37,002
-47.9%
2.50%
-45.5%
Q2 2015$8,268,000
+4.2%
71,040
+6.5%
4.60%
-0.4%
Q1 2015$7,935,000
+56.9%
66,735
+55.6%
4.61%
+23.2%
Q4 2014$5,057,000
-43.5%
42,876
-48.6%
3.74%
-43.8%
Q3 2014$8,955,000
-3.3%
83,468
+4.0%
6.66%
-3.0%
Q2 2014$9,261,000
+2.7%
80,228
+0.9%
6.87%
-4.8%
Q1 2014$9,014,000
+15.1%
79,542
+13.0%
7.22%
+12.4%
Q4 2013$7,833,00070,4026.42%
Other shareholders
ISHARES TR shareholders Q1 2017
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