LifePlan Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
LifePlan Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$5,185,000
+3.6%
42,352
+1.9%
2.23%
-2.1%
Q2 2020$5,004,000
+20.0%
41,570
-0.4%
2.28%
+1.0%
Q1 2020$4,170,000
-42.4%
41,728
-7.3%
2.26%
-29.9%
Q4 2019$7,235,000
+9.1%
44,993
+1.9%
3.22%
+3.1%
Q3 2019$6,634,000
+2.9%
44,171
+1.8%
3.12%
+0.5%
Q2 2019$6,448,000
+7.1%
43,388
+6.4%
3.11%
-3.1%
Q1 2019$6,019,000
+15.4%
40,794
+3.2%
3.21%
-1.4%
Q4 2018$5,214,000
-20.7%
39,547
+0.4%
3.26%
-8.5%
Q3 2018$6,577,000
+1.0%
39,402
-1.2%
3.56%
-2.1%
Q2 2018$6,510,000
+6.5%
39,874
-1.6%
3.64%
+2.0%
Q1 2018$6,111,000
-0.7%
40,513
-2.3%
3.56%
-9.0%
Q4 2017$6,151,0000.0%41,4710.0%3.92%0.0%
Q3 2017$6,151,000
+8.5%
41,471
+2.3%
3.92%
+0.9%
Q2 2017$5,669,000
+1.0%
40,547
+0.2%
3.88%
-0.3%
Q1 2017$5,611,000
+0.2%
40,466
+1.2%
3.89%
-1.1%
Q4 2016$5,598,000
+9.2%
39,980
-2.7%
3.94%
+11.9%
Q3 2016$5,127,000
+9.6%
41,080
+2.6%
3.52%
+9.6%
Q2 2016$4,676,000
+6.0%
40,024
+2.8%
3.21%
+2.5%
Q1 2016$4,411,000
+7.6%
38,924
+2.7%
3.13%
+7.6%
Q4 2015$4,099,000
+6.1%
37,897
+2.8%
2.91%
+3.8%
Q3 2015$3,862,000
-12.6%
36,857
-1.7%
2.81%
-5.3%
Q2 2015$4,418,000
-49.9%
37,513
-49.4%
2.96%
-49.5%
Q1 2015$8,822,000
-14.9%
74,194
-15.6%
5.86%
-14.7%
Q4 2014$10,362,000
+294.9%
87,857
+259.2%
6.87%
+209.4%
Q3 2014$2,624,000
-73.2%
24,456
-71.1%
2.22%
-68.1%
Q2 2014$9,783,000
+315.2%
84,755
+308.2%
6.97%
+272.6%
Q1 2014$2,356,000
+16.5%
20,764
+14.2%
1.87%
+35.7%
Q4 2013$2,023,000
+12.4%
18,187
+3.3%
1.38%
-5.8%
Q3 2013$1,800,000
+125.6%
17,608
+106.3%
1.46%
+65.2%
Q2 2013$798,0008,5370.89%
Other shareholders
ISHARES TR shareholders Q3 2020
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