Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,368,382
-6.9%
71,378
-0.8%
1.79%
-1.2%
Q2 2023$6,842,854
+3.6%
71,962
+2.0%
1.81%
-1.1%
Q1 2023$6,604,852
+3.0%
70,572
+0.4%
1.83%
-2.5%
Q4 2022$6,415,057
+13.3%
70,256
+2.3%
1.88%
+3.6%
Q3 2022$5,661,000
-5.9%
68,658
+1.6%
1.81%
+2.1%
Q2 2022$6,017,000
-12.7%
67,585
+0.4%
1.77%
-1.8%
Q1 2022$6,892,000
-0.2%
67,315
+1.8%
1.81%
+1.1%
Q4 2021$6,907,000
+0.8%
66,102
+1.0%
1.79%
-0.8%
Q3 2021$6,853,000
-1.6%
65,445
-1.0%
1.80%
-5.0%
Q2 2021$6,967,000
+2.1%
66,085
-2.4%
1.90%
-3.7%
Q1 2021$6,821,000
+11.9%
67,708
-1.5%
1.97%
+8.4%
Q4 2020$6,093,000
+49.3%
68,759
+106.2%
1.82%
+24.2%
Q3 2020$4,081,000
-2.8%
33,340
-4.4%
1.46%
-7.0%
Q2 2020$4,199,000
+25.6%
34,882
+4.3%
1.57%
+10.5%
Q1 2020$3,342,000
-27.4%
33,442
+16.8%
1.42%
-8.8%
Q4 2019$4,605,000
+5.3%
28,639
-1.6%
1.56%
+0.4%
Q3 2019$4,373,000
+4.0%
29,113
+2.9%
1.55%
+4.6%
Q2 2019$4,203,000
-1.7%
28,282
-2.4%
1.48%
-4.5%
Q1 2019$4,276,000
+20.1%
28,981
+7.3%
1.56%
+9.3%
Q4 2018$3,561,000
-14.6%
27,009
+8.1%
1.42%
-5.8%
Q3 2018$4,170,000
-6.0%
24,977
-8.1%
1.51%
-9.2%
Q2 2018$4,438,000
+10.6%
27,181
+2.2%
1.66%
+6.6%
Q1 2018$4,011,000
+1.8%
26,590
+3.6%
1.56%
-0.1%
Q4 2017$3,940,000
-0.4%
25,656
-3.8%
1.56%
-5.3%
Q3 2017$3,957,000
+7.4%
26,678
+1.2%
1.65%
+1.6%
Q2 2017$3,684,000
+2.7%
26,351
+1.8%
1.62%
-5.0%
Q1 2017$3,588,000
-1.8%
25,875
-0.9%
1.71%
-0.7%
Q4 2016$3,654,000
+8.5%
26,101
-3.3%
1.72%
+7.7%
Q3 2016$3,367,000
+4.3%
26,979
-2.3%
1.60%
-0.2%
Q2 2016$3,227,000
+10.9%
27,617
+7.5%
1.60%
+8.5%
Q1 2016$2,911,000
+15.5%
25,688
+10.2%
1.48%
+10.5%
Q4 2015$2,521,000
+15.1%
23,309
+11.5%
1.34%
+12.5%
Q3 2015$2,191,000
-11.7%
20,905
-0.8%
1.19%
-6.9%
Q2 2015$2,481,000
+9.4%
21,071
+10.5%
1.28%
+10.5%
Q1 2015$2,268,000
+1.2%
19,071
+0.3%
1.16%
-1.0%
Q4 2014$2,242,00019,0111.17%
Other shareholders
ISHARES TR shareholders Q2 2018
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