Advisory Alpha, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$80,000
-85.7%
605
-85.5%
0.02%
-86.3%
Q2 2020$561,000
-99.9%
4,182
-10.6%
0.12%
-8.1%
Q1 2020$481,466,000
-11.1%
4,679
+37.5%
0.14%
+2.3%
Q4 2019$541,431,000
+10.1%
3,404
+0.1%
0.13%
-9.6%
Q3 2019$491,685,000
+95003.5%
3,402
-3.9%
0.15%
-15.6%
Q2 2019$517,000
-99.9%
3,540
-2.4%
0.17%
-13.5%
Q1 2019$551,179,000
+97626.8%
3,626
-4.0%
0.20%
-24.8%
Q4 2018$564,000
-43.5%
3,778
-44.6%
0.27%
+5.1%
Q3 2018$998,000
-5.7%
6,823
+7.7%
0.25%
-4.5%
Q2 2018$1,058,000
+24.0%
6,338
+17.8%
0.26%
-10.5%
Q1 2018$853,000
-5.0%
5,379
-6.1%
0.30%
+1.4%
Q4 2017$898,0005,7270.29%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders