Wolf Group Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wolf Group Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$529,000
+58.9%
5,058
+144.5%
0.09%
-60.7%
Q4 2019$333,000
-5.1%
2,069
-11.4%
0.22%
-9.1%
Q3 2019$351,000
-38.7%
2,334
-39.5%
0.24%
-39.3%
Q2 2019$573,000
-5.3%
3,857
-5.9%
0.40%
-4.6%
Q1 2019$605,000
+4.3%
4,101
-6.8%
0.42%
-3.7%
Q4 2018$580,000
-22.3%
4,399
-1.6%
0.43%
-11.3%
Q3 2018$746,000
-24.2%
4,469
-25.8%
0.49%
-24.0%
Q2 2018$984,000
-6.7%
6,026
-13.9%
0.64%
-8.2%
Q1 2018$1,055,000
-30.5%
6,995
-29.2%
0.70%
-26.1%
Q4 2017$1,517,000
-3.9%
9,881
-6.8%
0.94%
-13.9%
Q3 2017$1,578,000
-71.4%
10,601
-73.1%
1.10%
-74.1%
Q2 2017$5,511,000
-34.5%
39,414
-35.0%
4.24%
-23.2%
Q1 2017$8,408,000
+3388.8%
60,645
+3430.0%
5.52%
+3304.9%
Q4 2016$241,000
-67.0%
1,718
-70.7%
0.16%
-68.2%
Q3 2016$731,000
-27.7%
5,854
-32.3%
0.51%
-31.6%
Q2 2016$1,011,0008,6530.75%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders