Sullivan, Bruyette, Speros & Blaney, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 370 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.56 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sullivan, Bruyette, Speros & Blaney, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$604,000
+53.7%
5,991
+24.0%
0.03%
+50.0%
Q4 2020$393,000
+120.8%
4,833
+232.9%
0.02%
+80.0%
Q3 2020$178,000
+1.7%
1,4520.0%0.01%
-9.1%
Q2 2020$175,000
+54.9%
1,452
+28.3%
0.01%
+37.5%
Q1 2020$113,000
-37.6%
1,132
+0.7%
0.01%
-20.0%
Q4 2019$181,000
-7.2%
1,124
-13.5%
0.01%
-16.7%
Q3 2019$195,000
-23.2%
1,300
-14.6%
0.01%
-47.8%
Q3 2018$254,000
+10.0%
1,522
+7.5%
0.02%
+4.5%
Q2 2018$231,000
+7.9%
1,4160.0%0.02%
+4.8%
Q1 2018$214,000
-1.4%
1,4160.0%0.02%0.0%
Q4 2017$217,000
+3.3%
1,4160.0%0.02%0.0%
Q3 2017$210,000
+1.9%
1,416
-4.6%
0.02%
+5.0%
Q1 2017$206,0001,4850.02%
Other shareholders
ISHARES TR shareholders Q1 2017
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