MV CAPITAL MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 362 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.12 and the average weighting 0.7%.

Quarter-by-quarter ownership
MV CAPITAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$373,208
-1.5%
4,183
+5.0%
0.05%0.0%
Q2 2023$378,839
-25.5%
3,984
-26.7%
0.05%
-29.6%
Q1 2023$508,756
+914.9%
5,436
+890.2%
0.07%
+787.5%
Q4 2022$50,129
+11.4%
5490.0%0.01%0.0%
Q3 2022$45,000
+542.9%
549
+586.2%
0.01%
+700.0%
Q2 2022$7,000
-12.5%
800.0%0.00%0.0%
Q1 2022$8,0000.0%80
+3.9%
0.00%0.0%
Q4 2021$8,0000.0%770.0%0.00%0.0%
Q3 2021$8,0000.0%770.0%0.00%0.0%
Q2 2021$8,0000.0%770.0%0.00%0.0%
Q1 2021$8,000
+33.3%
770.0%0.00%0.0%
Q4 2020$6,000
-86.0%
77
-82.2%
0.00%
-90.9%
Q1 2020$43,000
-99.1%
432
-98.5%
0.01%
-98.9%
Q4 2019$4,678,000
+7.1%
29,094
+0.1%
1.01%
+1.7%
Q3 2019$4,366,000
-5.8%
29,068
-6.8%
0.99%
-7.4%
Q2 2019$4,636,000
+34.9%
31,191
+33.9%
1.07%
+29.6%
Q1 2019$3,437,000
-2.2%
23,294
-12.6%
0.83%
-16.0%
Q4 2018$3,515,000
-38.0%
26,663
-21.5%
0.98%
-30.2%
Q3 2018$5,669,000
-11.7%
33,959
-13.6%
1.41%
-15.4%
Q2 2018$6,420,000
+7.3%
39,322
-0.9%
1.67%
+5.2%
Q1 2018$5,986,000
+0.6%
39,686
+2.5%
1.58%
-2.2%
Q4 2017$5,948,000
+2.9%
38,730
-0.6%
1.62%
-0.2%
Q3 2017$5,782,000
+6.8%
38,983
+0.7%
1.62%
+1.5%
Q2 2017$5,413,000
+7.8%
38,716
+6.9%
1.60%
+1.2%
Q1 2017$5,023,000
+53.0%
36,227
+54.5%
1.58%
+33.9%
Q4 2016$3,282,000
+53.0%
23,441
+36.4%
1.18%
+51.5%
Q3 2016$2,145,000
+7.2%
17,186
+0.4%
0.78%
+7.4%
Q2 2016$2,000,000
+52.1%
17,120
+47.6%
0.72%
+36.0%
Q1 2016$1,315,000
-66.7%
11,601
-68.2%
0.53%
-65.7%
Q4 2015$3,948,000
+35.4%
36,501
+31.2%
1.56%
+17.3%
Q3 2015$2,916,000
-8.0%
27,824
+3.4%
1.33%
+3.1%
Q2 2015$3,169,000
+18.6%
26,915
+19.7%
1.29%
+15.1%
Q1 2015$2,673,000
+47.9%
22,477
+46.7%
1.12%
+36.2%
Q4 2014$1,807,00015,3210.82%
Other shareholders
ISHARES TR shareholders Q4 2016
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