MCF Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
MCF Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$995,075
-6.0%
11,101
-0.3%
0.09%
-6.2%
Q2 2023$1,058,439
+1.6%
11,131
+0.0%
0.10%
-1.0%
Q1 2023$1,041,491
+2.5%
11,128
+0.0%
0.10%
-6.7%
Q4 2022$1,015,909
+10.8%
11,126
+0.1%
0.10%
+2.0%
Q3 2022$917,000
-7.4%
11,1200.0%0.10%
-1.9%
Q2 2022$990,000
-13.6%
11,120
-0.6%
0.10%
-3.7%
Q1 2022$1,146,000
+2.0%
11,189
+0.3%
0.11%
-5.3%
Q3 2021$1,124,000
+2.6%
11,160
+7.4%
0.11%
+0.9%
Q2 2021$1,095,000
+4.6%
10,3890.0%0.11%
-4.2%
Q1 2021$1,047,000
+23.9%
10,3890.0%0.12%
+16.8%
Q4 2020$845,000
+32.9%
10,389
+99.9%
0.10%
+20.2%
Q3 2020$636,000
+1.8%
5,197
+0.0%
0.08%
-3.4%
Q2 2020$625,000
+16.0%
5,196
-3.7%
0.09%
-3.3%
Q1 2020$539,000
-38.2%
5,394
-0.5%
0.09%
-32.3%
Q4 2019$872,000
+7.3%
5,421
+0.2%
0.13%
+0.8%
Q3 2019$813,000
+1.1%
5,4100.0%0.13%
-0.8%
Q2 2019$804,000
-2.0%
5,410
-2.6%
0.13%
-6.3%
Q1 2019$820,000
+11.7%
5,557
-0.2%
0.14%
+1.4%
Q4 2018$734,000
-21.0%
5,569
+0.0%
0.14%
-13.6%
Q3 2018$929,000
-6.3%
5,568
-8.2%
0.16%
-15.2%
Q2 2018$991,000
+8.3%
6,0680.0%0.19%
+6.1%
Q1 2018$915,000
-1.8%
6,068
+0.0%
0.18%
+4.0%
Q4 2017$932,000
+3.8%
6,067
+0.2%
0.17%
-1.7%
Q3 2017$898,000
+5.8%
6,054
-0.3%
0.18%
+4.1%
Q2 2017$849,000
+0.8%
6,0720.0%0.17%
-4.5%
Q1 2017$842,000
-8.1%
6,072
-7.2%
0.18%
-11.5%
Q4 2016$916,000
+12.0%
6,541
-0.2%
0.20%
+3.1%
Q3 2016$818,000
-0.2%
6,556
-6.6%
0.19%
-3.5%
Q2 2016$820,000
+9.5%
7,020
+6.2%
0.20%
+2.6%
Q1 2016$749,000
-18.0%
6,611
-21.6%
0.20%
-20.0%
Q4 2015$913,000
+2.7%
8,437
-0.6%
0.24%
+7.5%
Q3 2015$889,000
-12.5%
8,488
-1.6%
0.23%
-10.9%
Q2 2015$1,016,000
-9.4%
8,625
-8.5%
0.26%
-8.6%
Q1 2015$1,121,000
-40.0%
9,424
-40.5%
0.28%
-45.7%
Q4 2014$1,869,000
-4.8%
15,847
-8.5%
0.52%
-10.9%
Q3 2014$1,964,000
-5.6%
17,313
-5.6%
0.58%
-11.7%
Q2 2014$2,080,000
-2.2%
18,334
-2.2%
0.66%
-8.3%
Q1 2014$2,127,000
-2.8%
18,745
-2.9%
0.72%
-7.7%
Q4 2013$2,189,000
+5.9%
19,295
+5.9%
0.78%
-32.0%
Q3 2013$2,067,000
-1.3%
18,224
-1.3%
1.14%
-9.5%
Q2 2013$2,094,000
+4.5%
18,461
+4.5%
1.26%
+9.2%
Q1 2013$2,004,000
-0.8%
17,660
-0.9%
1.15%
-5.9%
Q4 2012$2,021,000
+0.9%
17,812
+1.0%
1.23%
-5.9%
Q3 2012$2,002,000
-2.6%
17,644
-2.6%
1.30%
+4.7%
Q2 2012$2,056,000
+5.9%
18,118
+5.8%
1.24%
+4.4%
Q1 2012$1,942,000
+3.2%
17,122
+3.2%
1.19%
-6.5%
Q4 2011$1,881,00016,5841.28%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders