SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 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 Q3 2021
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