Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 318 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$209,000
-86.6%
2,531
-83.7%
0.02%
-88.4%
Q3 2021$1,565,000
-36.2%
15,537
-33.2%
0.17%
-49.7%
Q2 2021$2,452,000
+35.9%
23,259
+29.9%
0.34%
+48.9%
Q1 2021$1,804,000
+30.6%
17,907
+5.4%
0.23%
+17.9%
Q4 2020$1,381,000
+30.0%
16,983
+123.8%
0.20%
-60.0%
Q4 2016$1,062,000
+15.4%
7,587
+2.9%
0.49%
-7.0%
Q3 2016$920,000
+7.2%
7,375
+0.4%
0.53%
-2.4%
Q2 2016$858,0007,3450.54%
Other shareholders
ISHARES TR shareholders Q2 2016
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