Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$62,350
-6.2%
6990.0%0.01%0.0%
Q2 2023$66,452
+1.6%
6990.0%0.01%
-11.1%
Q1 2023$65,404
+2.5%
6990.0%0.01%
+12.5%
Q4 2022$63,811
-18.2%
699
-26.7%
0.01%
-33.3%
Q3 2022$78,000
+25.8%
953
+36.3%
0.01%
+20.0%
Q2 2022$62,000
-65.7%
699
-60.5%
0.01%
-56.5%
Q1 2022$181,000
-7.7%
1,771
-5.6%
0.02%0.0%
Q4 2021$196,000
+10.1%
1,876
+5.9%
0.02%
+4.5%
Q3 2021$178,000
-4.8%
1,7710.0%0.02%
-8.3%
Q2 2021$187,000
+5.1%
1,771
+0.1%
0.02%
-25.0%
Q1 2021$178,000
+23.6%
1,770
-0.1%
0.03%
+10.3%
Q4 2020$144,000
+28.6%
1,771
+94.6%
0.03%
+11.5%
Q3 2020$112,000
+2.8%
9100.0%0.03%
-3.7%
Q2 2020$109,000
+19.8%
9100.0%0.03%
+8.0%
Q1 2020$91,000
-38.1%
910
-0.1%
0.02%
-30.6%
Q4 2019$147,000
+7.3%
9110.0%0.04%
+5.9%
Q3 2019$137,000
+1.5%
9110.0%0.03%
-5.6%
Q2 2019$135,000
+0.7%
911
+0.1%
0.04%0.0%
Q1 2019$134,000
+25.2%
910
+12.5%
0.04%
+20.0%
Q4 2018$107,000
-33.1%
809
-15.4%
0.03%
-57.7%
Q3 2018$160,000
-56.4%
956
-57.4%
0.07%
-58.0%
Q2 2018$367,000
+8.6%
2,2450.0%0.17%
+5.0%
Q1 2018$338,000
+5.3%
2,245
+7.4%
0.16%
-10.1%
Q4 2017$321,000
+4.2%
2,090
+0.6%
0.18%
-4.8%
Q3 2017$308,000
+6.2%
2,078
+0.2%
0.19%0.0%
Q2 2017$290,000
+0.7%
2,0740.0%0.19%
-1.1%
Q1 2017$288,000
-1.0%
2,074
-0.0%
0.19%
-3.6%
Q4 2016$291,000
-12.6%
2,075
-22.2%
0.20%
-10.9%
Q3 2016$333,000
+6.7%
2,6670.0%0.22%
-1.3%
Q2 2016$312,000
+3.3%
2,667
+0.2%
0.22%
+0.4%
Q1 2016$302,000
+5.2%
2,661
+0.5%
0.22%
+6.2%
Q4 2015$287,000
+3.6%
2,649
+0.2%
0.21%
+2.9%
Q3 2015$277,000
-10.9%
2,644
+0.2%
0.20%
-10.5%
Q2 2015$311,000
-0.6%
2,639
+0.2%
0.23%
-0.9%
Q1 2015$313,000
+1.0%
2,633
+0.2%
0.23%
-0.4%
Q4 2014$310,000
+10.3%
2,627
+0.2%
0.23%
+11.6%
Q3 2014$281,000
-7.0%
2,621
+0.2%
0.21%
-7.6%
Q2 2014$302,000
+2.0%
2,617
+0.2%
0.22%
+2.3%
Q1 2014$296,000
+1.7%
2,6130.0%0.22%
-6.4%
Q4 2013$291,0002,6130.23%
Other shareholders
ISHARES TR shareholders Q1 2019
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