SMI Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
SMI Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$216,497
+7.6%
2,371
-2.8%
0.07%
+10.8%
Q4 2022$201,178
-7.3%
2,4400.0%0.06%
-15.6%
Q2 2022$217,000
-96.9%
2,440
-96.3%
0.08%
-97.4%
Q2 2021$7,000,000
+9.7%
66,391
+4.8%
3.00%
+3.6%
Q1 2021$6,380,00063,3302.90%
Other shareholders
ISHARES TR shareholders Q3 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