SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,000
-99.1%
34
-99.1%
0.00%
-100.0%
Q4 2020$325,000
+32.7%
3,994
+100.0%
0.01%
+25.0%
Q3 2020$245,000
-8.2%
1,997
-9.8%
0.00%
-20.0%
Q2 2020$267,000
+13.6%
2,215
-5.9%
0.01%
-16.7%
Q1 2020$235,000
-38.8%
2,354
-1.3%
0.01%
-14.3%
Q4 2019$384,000
+78.6%
2,385
+64.9%
0.01%0.0%
Q2 2019$215,0001,4460.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders