Cordasco Financial Network - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$26,000
-10.3%
2880.0%0.02%0.0%
Q1 2022$29,000
-3.3%
2880.0%0.02%0.0%
Q4 2021$30,000
+3.4%
2880.0%0.02%
-5.0%
Q3 2021$29,000
-3.3%
2880.0%0.02%
-4.8%
Q2 2021$30,000
+3.4%
2880.0%0.02%0.0%
Q1 2021$29,000
+26.1%
2880.0%0.02%
+16.7%
Q4 2020$23,000
+27.8%
288
+100.0%
0.02%
+12.5%
Q3 2020$18,000
+5.9%
1440.0%0.02%0.0%
Q2 2020$17,000
+21.4%
1440.0%0.02%0.0%
Q1 2020$14,000
-39.1%
1440.0%0.02%
-20.0%
Q4 2019$23,000
+4.5%
1440.0%0.02%
-4.8%
Q3 2019$22,000
+4.8%
1440.0%0.02%
+5.0%
Q2 2019$21,0000.0%1440.0%0.02%
-4.8%
Q1 2019$21,000
+10.5%
1440.0%0.02%
-4.5%
Q4 2018$19,000
-20.8%
1440.0%0.02%
-4.3%
Q3 2018$24,0000.0%1440.0%0.02%
-4.2%
Q2 2018$24,000
+9.1%
1440.0%0.02%0.0%
Q1 2018$22,0000.0%1440.0%0.02%
+4.3%
Q4 2017$22,000
+4.8%
1440.0%0.02%0.0%
Q3 2017$21,000
+5.0%
1440.0%0.02%0.0%
Q2 2017$20,0000.0%1440.0%0.02%0.0%
Q1 2017$20,0001440.02%
Other shareholders
ISHARES TR shareholders Q1 2018
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