Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,828,000
-7.9%
42,658
-2.4%
0.24%
+3.4%
Q2 2023$4,156,000
+86267.4%
43,708
-15.0%
0.23%
-37.5%
Q1 2023$4,812
+12.8%
51,412
+10.1%
0.37%
+34.4%
Q4 2022$4,265
-99.9%
46,708
+3.1%
0.28%
-26.8%
Q3 2022$3,735,000
-13.3%
45,301
+5.8%
0.38%
+29.6%
Q3 2021$4,310,000
-4.4%
42,811
+0.1%
0.29%
-2.7%
Q2 2021$4,508,000
-2.3%
42,762
-2.3%
0.30%
+85.7%
Q1 2021$4,613,000
+29.1%
43,780
-0.4%
0.16%
+5.2%
Q4 2020$3,574,000
+32.7%
43,955
+99.8%
0.15%
+13.3%
Q3 2020$2,693,000
+1.6%
21,996
-0.1%
0.14%
-7.5%
Q2 2020$2,650,000
+20.4%
22,016
-0.0%
0.15%
-10.4%
Q1 2020$2,201,000
-38.0%
22,025
-0.2%
0.16%
-39.6%
Q4 2019$3,549,000
-0.4%
22,069
-7.0%
0.27%
-8.5%
Q3 2019$3,565,000
+545.8%
23,735
+534.6%
0.30%
+375.8%
Q1 2019$552,000
+12.2%
3,740
+0.3%
0.06%
-11.4%
Q4 2018$492,000
-40.9%
3,730
-24.9%
0.07%
-60.5%
Q2 2018$833,000
-29.9%
4,969
-35.5%
0.18%
-40.4%
Q1 2018$1,188,000
-5.5%
7,709
-3.6%
0.30%
-3.3%
Q4 2017$1,257,000
+24.5%
7,998
+17.5%
0.31%
+16.7%
Q3 2017$1,010,000
+2.9%
6,808
-3.8%
0.26%
-5.7%
Q2 2017$982,000
+47.9%
7,076
+46.0%
0.28%
+42.3%
Q1 2017$664,000
-31.5%
4,845
-28.9%
0.20%
-39.7%
Q4 2016$970,0006,8120.32%
Other shareholders
ISHARES TR shareholders Q1 2019
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