StrategIQ Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,089,998
-6.6%
12,217
-0.4%
0.13%
-5.3%
Q2 2023$1,166,847
+1.3%
12,271
-0.3%
0.13%0.0%
Q1 2023$1,152,274
+0.1%
12,312
-2.4%
0.13%0.0%
Q4 2022$1,151,357
+6.3%
12,609
-4.0%
0.13%
-3.6%
Q3 2022$1,083,000
-19.8%
13,131
-13.5%
0.14%
-15.9%
Q2 2022$1,351,000
-20.0%
15,179
-7.9%
0.16%
-10.4%
Q1 2022$1,688,000
-9.5%
16,485
-7.6%
0.18%
-2.1%
Q4 2021$1,865,000
+14.0%
17,848
+9.8%
0.19%
-42.5%
Q3 2021$1,636,000
+0.7%
16,250
+5.5%
0.32%
+1.2%
Q2 2021$1,624,000
+5.9%
15,403
+1.2%
0.32%
-0.6%
Q1 2021$1,534,000
+26.0%
15,226
+1.8%
0.32%
+18.8%
Q4 2020$1,217,000
+28.1%
14,963
+92.8%
0.27%
+14.3%
Q3 2020$950,000
-7.4%
7,759
-9.0%
0.24%
-14.1%
Q2 2020$1,026,000
+12.1%
8,528
-6.9%
0.28%
-2.5%
Q1 2020$915,000
-18.7%
9,160
+30.8%
0.28%
-2.1%
Q4 2019$1,126,000
+30.3%
7,004
+21.8%
0.29%
+18.9%
Q3 2019$864,000
+12.9%
5,752
+11.8%
0.24%
+9.9%
Q2 2019$765,000
+20.7%
5,147
+19.9%
0.22%
+13.8%
Q1 2019$634,000
+10.5%
4,294
-1.4%
0.20%
-1.0%
Q4 2018$574,000
+3.6%
4,354
+31.3%
0.20%
+11.9%
Q3 2018$554,000
+55.2%
3,316
+51.8%
0.18%
+43.1%
Q2 2018$357,000
+28.9%
2,185
+18.9%
0.12%
+11.8%
Q1 2018$277,000
+6.5%
1,838
+8.5%
0.11%
+8.9%
Q4 2017$260,0001,6940.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders