IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$156,831
-85.6%
1,758
-79.2%
0.01%
-70.8%
Q2 2023$1,092,448
-46.7%
8,450
-32.6%
0.02%
-73.0%
Q1 2023$2,048,478
+161070.6%
12,530
+62.8%
0.09%
+161.8%
Q4 2022$1,271
-100.0%
7,698
-83.7%
0.03%
-83.3%
Q3 2022$7,837,000
+0.2%
47,276
-0.7%
0.20%
-17.1%
Q2 2022$7,821,000
-39.5%
47,631
-39.6%
0.25%
+52.8%
Q1 2022$12,929,000
+2091.4%
78,827
+1302.1%
0.16%
+1241.7%
Q4 2021$590,000
-11.4%
5,622
-14.6%
0.01%
-7.7%
Q3 2021$666,000
-94.3%
6,583
-94.0%
0.01%
-94.6%
Q2 2021$11,612,000
+46.7%
110,306
+40.3%
0.24%
+55.8%
Q1 2021$7,914,000
+772.5%
78,620
+602.9%
0.15%
+316.2%
Q4 2020$907,000
+33.6%
11,185
+101.9%
0.04%
-9.8%
Q3 2020$679,000
-13.8%
5,539
-16.9%
0.04%
-33.9%
Q2 2020$788,000
+27.9%
6,666
+11.2%
0.06%0.0%
Q1 2020$616,000
-41.8%
5,996
-9.8%
0.06%
-22.5%
Q4 2019$1,059,000
+22.6%
6,648
+15.4%
0.08%
+37.9%
Q3 2019$864,000
+58.8%
5,760
+55.5%
0.06%
-21.6%
Q1 2019$544,000
-39.2%
3,705
-45.7%
0.07%
+34.5%
Q4 2018$895,000
-66.4%
6,825
-57.2%
0.06%
-49.5%
Q3 2018$2,663,000
+42.9%
15,953
+39.7%
0.11%
+39.7%
Q2 2018$1,864,000
-36.7%
11,419
-40.4%
0.08%
-41.4%
Q1 2018$2,945,0000.0%19,1740.0%0.13%0.0%
Q4 2017$2,945,000
+66.2%
19,174
+60.5%
0.13%
+90.0%
Q3 2017$1,772,000
+37.0%
11,947
+29.2%
0.07%
+27.3%
Q2 2017$1,293,000
+13.1%
9,246
+12.1%
0.06%
+10.0%
Q1 2017$1,143,000
+27.9%
8,246
+29.1%
0.05%
+16.3%
Q4 2016$894,000
+30.9%
6,388
+16.7%
0.04%
+19.4%
Q3 2016$683,000
+5.2%
5,475
-1.4%
0.04%0.0%
Q2 2016$649,000
+19.3%
5,555
+49.9%
0.04%
-51.4%
Q1 2016$544,000
-9.2%
3,705
-33.1%
0.07%
+85.0%
Q4 2015$599,0005,5350.04%
Other shareholders
ISHARES TR shareholders Q3 2023
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