Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,290,000
+1229.9%
14,493
+1109.8%
0.11%
+881.8%
Q4 2020$97,000
-79.3%
1,198
-61.4%
0.01%
-93.6%
Q1 2018$468,000
+82.8%
3,103
+86.4%
0.17%
+79.2%
Q4 2017$256,000
+4166.7%
1,665
+4062.5%
0.10%
+9500.0%
Q2 2017$6,000
-98.5%
40
-98.6%
0.00%
-98.8%
Q1 2017$388,000
-10.6%
2,797
-9.3%
0.08%
-13.7%
Q4 2016$434,0003,0850.10%
Other shareholders
ISHARES TR shareholders Q2 2018
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