Tarbox Family Office, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tarbox Family Office, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$9,0000.0%890.0%0.00%0.0%
Q4 2021$9,0000.0%89
+1.1%
0.00%0.0%
Q3 2021$9,0000.0%880.0%0.00%0.0%
Q2 2021$9,0000.0%880.0%0.00%0.0%
Q1 2021$9,000
+28.6%
880.0%0.00%
+100.0%
Q4 2020$7,000
+40.0%
88
+100.0%
0.00%0.0%
Q3 2020$5,0000.0%440.0%0.00%0.0%
Q2 2020$5,000
+150.0%
44
+83.3%
0.00%
-50.0%
Q1 2014$2,000
-33.3%
240.0%0.00%
-33.3%
Q4 2013$3,000240.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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