SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$216,984
-3.6%
2,432
+2.7%
0.03%
-6.9%
Q2 2023$225,174
-85.0%
2,368
-85.2%
0.03%
-85.4%
Q1 2023$1,496,511
-93.1%
15,990
-93.3%
0.20%
-93.4%
Q4 2022$21,637,863
-41.3%
236,971
-34.2%
2.99%
-39.1%
Q1 2022$36,888,000
+843.9%
360,271
+871.9%
4.92%
+822.1%
Q2 2021$3,908,000
+16891.3%
37,070
+24128.8%
0.53%
+7514.3%
Q3 2019$23,000
+187.5%
153
+183.3%
0.01%
+133.3%
Q2 2019$8,000
-84.3%
54
-82.4%
0.00%
-85.7%
Q3 2018$51,0003060.02%
Other shareholders
ISHARES TR shareholders Q3 2021
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