B. Riley Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
B. Riley Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$544,000
+9.0%
3,385
+1.8%
0.08%
-5.7%
Q3 2019$499,000
+1367.6%
3,324
+1026.8%
0.09%
+222.2%
Q2 2015$34,000
-10.5%
295
-8.1%
0.03%
-6.9%
Q1 2015$38,000
-30.9%
321
-31.3%
0.03%
-35.6%
Q4 2014$55,000
+10.0%
4670.0%0.04%
+21.6%
Q3 2014$50,000
-5.7%
4670.0%0.04%
+8.8%
Q2 2014$53,000
-82.6%
467
-82.7%
0.03%
-84.9%
Q1 2014$305,0002,6920.22%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders