Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$68,426
-52.9%
767
-49.8%
0.01%
-53.3%
Q2 2023$145,432
-0.7%
1,529
-2.2%
0.03%
-3.2%
Q1 2023$146,392
+1.2%
1,564
-1.3%
0.03%
-6.1%
Q4 2022$144,606
+11.2%
1,584
+0.1%
0.03%
-8.3%
Q3 2022$130,000
-25.3%
1,582
-19.3%
0.04%
-23.4%
Q2 2022$174,000
+58.2%
1,960
+81.8%
0.05%
-6.0%
Q1 2022$110,000
-49.1%
1,078
-47.9%
0.05%
-18.0%
Q4 2021$216,000
+1.9%
2,071
-1.8%
0.06%
-14.1%
Q3 2021$212,000
-4.5%
2,110
+0.3%
0.07%
-12.3%
Q2 2021$222,000
+3.7%
2,104
-1.1%
0.08%
-12.0%
Q1 2021$214,000
+23.7%
2,128
+0.1%
0.09%
+17.9%
Q4 2020$173,000
+26.3%
2,126
+90.3%
0.08%
+9.9%
Q3 2020$137,000
+2.2%
1,117
+0.2%
0.07%
-4.1%
Q2 2020$134,000
+9.8%
1,115
-8.4%
0.07%
-7.5%
Q1 2020$122,000
-47.4%
1,217
-15.7%
0.08%
-33.3%
Q4 2019$232,000
+6.9%
1,444
+0.1%
0.12%
+2.6%
Q3 2019$217,000
+3.3%
1,443
+1.9%
0.12%
+2.6%
Q2 2019$210,000
-18.9%
1,416
-19.3%
0.11%
-20.8%
Q1 2019$259,000
+12.6%
1,754
+0.5%
0.14%0.0%
Q4 2018$230,000
-13.2%
1,745
+9.7%
0.14%
-2.0%
Q3 2018$265,000
-2.9%
1,590
-5.0%
0.15%
-7.5%
Q2 2018$273,000
+8.3%
1,6730.0%0.16%
+6.0%
Q1 2018$252,000
-1.6%
1,673
+0.2%
0.15%
+1.4%
Q4 2017$256,000
+2.8%
1,669
-0.4%
0.15%
-2.6%
Q3 2017$249,000
+0.4%
1,676
-5.3%
0.15%
-10.1%
Q2 2017$248,000
+1.2%
1,7700.0%0.17%
-2.3%
Q1 2017$245,000
-17.2%
1,770
-16.4%
0.17%
-21.4%
Q4 2016$296,000
+11.3%
2,116
-0.8%
0.22%
+8.9%
Q3 2016$266,000
+6.8%
2,132
+0.2%
0.20%
-0.5%
Q2 2016$249,000
-56.0%
2,128
-57.4%
0.20%
-13.2%
Q1 2016$566,000
+124.6%
4,990
+114.3%
0.23%
+8.3%
Q4 2015$252,0002,3290.22%
Other shareholders
ISHARES TR shareholders Q3 2022
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