ROPES WEALTH ADVISORS 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
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 2022
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