WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,836,844
+1344.1%
54,213
+1439.3%
0.02%
+300.0%
Q2 2023$334,946
-96.6%
3,522
-96.7%
0.00%
-96.6%
Q1 2023$9,940,449
-56.8%
106,213
-54.1%
0.12%
-60.8%
Q4 2022$23,006,505
+27.2%
231,570
+8.6%
0.30%
+14.3%
Q3 2022$18,084,000
+15.7%
213,233
+22.0%
0.26%
+18.8%
Q2 2022$15,627,000
+7.5%
174,804
+23.8%
0.22%
+11.2%
Q1 2022$14,537,000
+21.5%
141,246
+17.8%
0.20%
+14.0%
Q4 2021$11,960,000
+18.2%
119,946
+23.9%
0.17%
+15.4%
Q3 2021$10,115,000
+25.5%
96,795
+20.8%
0.15%
+14.6%
Q2 2021$8,061,000
+5.0%
80,116
+6.4%
0.13%
-6.5%
Q1 2021$7,680,000
+36.3%
75,271
+18.4%
0.14%
+9.4%
Q4 2020$5,634,000
+48.9%
63,573
+125.9%
0.13%
+28.3%
Q3 2020$3,784,000
+12.6%
28,146
+3.9%
0.10%
+3.1%
Q2 2020$3,360,000
-32.4%
27,099
-38.9%
0.10%
-45.8%
Q1 2020$4,971,000
+47.2%
44,354
+111.1%
0.18%
+48.7%
Q4 2019$3,377,000
+60.2%
21,009
+47.0%
0.12%
+40.0%
Q3 2019$2,108,000
+59.9%
14,295
+61.7%
0.08%
+46.6%
Q2 2019$1,318,000
+114.3%
8,842
+121.3%
0.06%
+65.7%
Q1 2019$615,0003,9960.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders