Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$161,863
-5.6%
1,814
+0.6%
0.08%
-2.5%
Q2 2023$171,499
+2.0%
1,804
+0.4%
0.08%
+1.3%
Q1 2023$168,095
+2.9%
1,796
+0.3%
0.08%0.0%
Q4 2022$163,408
+11.2%
1,790
+0.3%
0.08%
+2.6%
Q3 2022$147,000
-7.0%
1,785
+0.6%
0.08%
-1.3%
Q2 2022$158,000
-12.7%
1,774
+0.3%
0.08%
+2.6%
Q1 2022$181,000
-1.6%
1,768
+0.3%
0.08%
-19.1%
Q4 2021$184,000
+4.0%
1,763
+0.5%
0.09%
+19.0%
Q3 2021$177,000
-3.8%
1,755
+0.5%
0.08%
-2.5%
Q2 2021$184,000
+4.5%
1,746
+0.2%
0.08%0.0%
Q1 2021$176,000
+24.8%
1,742
+0.3%
0.08%
+12.5%
Q4 2020$141,000
+33.0%
1,736
+100.0%
0.07%
+12.5%
Q3 2020$106,000
+1.9%
868
+0.5%
0.06%
-3.0%
Q2 2020$104,000
+20.9%
864
+0.5%
0.07%
+4.8%
Q1 2020$86,000
-37.7%
860
+0.5%
0.06%
-16.0%
Q4 2019$138,000
+7.8%
856
+0.6%
0.08%
+2.7%
Q3 2019$128,000
+1.6%
851
+0.5%
0.07%0.0%
Q2 2019$126,000
+0.8%
847
+0.4%
0.07%
-2.7%
Q1 2019$125,000
+12.6%
844
+0.4%
0.08%
-3.8%
Q4 2018$111,000
-20.1%
841
+0.8%
0.08%
-10.3%
Q3 2018$139,000
+2.2%
834
+0.4%
0.09%
-7.4%
Q2 2018$136,000
+8.8%
8310.0%0.09%
+8.0%
Q1 2018$125,000
-1.6%
831
+0.4%
0.09%
+1.2%
Q4 2017$127,000
+4.1%
828
+0.7%
0.09%
-2.3%
Q3 2017$122,000
+6.1%
822
+0.2%
0.09%
-1.1%
Q2 2017$115,000
+1.8%
820
+0.5%
0.09%
-2.2%
Q1 2017$113,000
-0.9%
8160.0%0.09%
-6.2%
Q4 2016$114,000
+12.9%
816
+0.6%
0.10%
+15.5%
Q3 2016$101,000
+6.3%
8110.0%0.08%0.0%
Q2 2016$95,000
+4.4%
811
+0.7%
0.08%
+1.2%
Q1 2016$91,000
+4.6%
805
+0.4%
0.08%0.0%
Q4 2015$87,0008020.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders