Balentine LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Balentine LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$110,019
+277.7%
1,157
+262.7%
0.00%
+300.0%
Q4 2022$29,128
+12.0%
3190.0%0.00%0.0%
Q3 2022$26,000319
+10533.3%
0.00%
Q2 2022$0
-100.0%
3
-89.3%
0.00%
Q1 2022$3,000
-50.0%
28
-52.5%
0.00%
Q4 2021$6,000
-25.0%
59
-26.2%
0.00%
Q3 2021$8,000
-52.9%
80
-51.2%
0.00%
-100.0%
Q2 2021$17,000
-96.7%
164
-95.1%
0.00%
-97.6%
Q4 2017$514,000
+3.6%
3,3440.0%0.04%0.0%
Q3 2017$496,000
+6.0%
3,3440.0%0.04%
-4.7%
Q2 2017$468,000
+68.3%
3,344
-2.9%
0.04%
+59.3%
Q1 2017$278,000
-41.1%
3,444
+2.1%
0.03%
-46.0%
Q4 2016$472,000
+11.1%
3,374
-0.9%
0.05%
-13.8%
Q3 2016$425,000
+9.0%
3,404
+2.1%
0.06%
-24.7%
Q2 2016$390,000
+1757.1%
3,334
+1542.4%
0.08%
+1825.0%
Q3 2015$21,0002030.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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