ROPES WEALTH ADVISORS 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
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$373,8234,094
+136366.7%
0.07%
Q3 2020$0
-100.0%
3
-99.6%
0.00%
-100.0%
Q4 2019$137,000
+7.0%
8500.0%0.03%
+11.1%
Q3 2019$128,000
+1322.2%
850
+1271.0%
0.03%
+1250.0%
Q1 2019$9,000
+12.5%
620.0%0.00%0.0%
Q4 2018$8,000
-27.3%
62
-4.6%
0.00%
-33.3%
Q3 2018$11,000
-92.9%
65
-93.2%
0.00%
-92.9%
Q2 2018$156,000
+1460.0%
953
+1366.2%
0.04%
+1300.0%
Q1 2018$10,000
-9.1%
65
-19.8%
0.00%0.0%
Q4 2016$11,000
+10.0%
810.0%0.00%0.0%
Q3 2016$10,000810.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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