Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,604,803
+10540.9%
329,889
+11174.4%
5.86%
+10761.1%
Q2 2023$278,218
-86.9%
2,926
-87.1%
0.05%
-87.8%
Q1 2023$2,123,577
-90.4%
22,690
-90.6%
0.44%
-91.3%
Q4 2022$22,072,381
+6014.2%
241,730
+5418.9%
5.06%
+5786.0%
Q3 2022$361,000
-28.9%
4,380
-16.8%
0.09%
-19.6%
Q2 2022$508,000
-97.1%
5,264
-96.9%
0.11%
-97.0%
Q1 2022$17,426,000
+3.8%
170,189
+1.8%
3.62%
+3.0%
Q4 2021$16,784,000
+1545.5%
167,233
+1550.2%
3.51%
+1419.9%
Q3 2021$1,020,000
-65.5%
10,134
-63.8%
0.23%
-65.8%
Q2 2021$2,953,000
+14.9%
28,012
+12.6%
0.68%
+9.0%
Q1 2021$2,569,000
-91.9%
24,875
-92.7%
0.62%
-92.3%
Q4 2020$31,732,000
+5324.3%
339,159
+5692.6%
8.04%
+2855.5%
Q1 2020$585,000
-52.9%
5,855
-24.2%
0.27%
-43.8%
Q4 2019$1,242,000
-91.9%
7,725
-92.5%
0.48%
-92.7%
Q3 2019$15,386,000
+193.9%
102,445
+158.5%
6.60%
+180.8%
Q4 2018$5,235,00039,6292.35%
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