Bison 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
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$27,000
-75.7%
266
-74.7%
0.01%
-75.5%
Q2 2021$111,000
-0.9%
1,052
-5.4%
0.05%
+2.1%
Q1 2021$112,000
+24.4%
1,1120.0%0.05%
+14.3%
Q4 2020$90,000
+13.9%
1,112
+72.1%
0.04%
-8.7%
Q3 2020$79,000
-6.0%
646
-7.3%
0.05%
-13.2%
Q2 2020$84,000
-55.1%
697
-62.7%
0.05%
-61.0%
Q1 2020$187,000
-19.7%
1,870
+29.2%
0.14%
+21.4%
Q4 2019$233,0001,4470.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders