Cornerstone Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$204,000
-2.4%
1,956
-1.1%
0.03%
-17.1%
Q2 2021$209,000
-70.5%
1,978
-72.1%
0.04%
-83.7%
Q1 2020$708,000
-37.1%
7,083
+1.2%
0.22%
-7.7%
Q4 2019$1,126,000
+7.1%
7,0000.0%0.23%
+2.6%
Q3 2019$1,051,000
+1.1%
7,0000.0%0.23%
+0.9%
Q2 2019$1,040,000
+0.7%
7,0000.0%0.22%
-0.9%
Q1 2019$1,033,000
+11.9%
7,0000.0%0.23%
-6.2%
Q4 2018$923,000
-23.2%
7,000
-2.8%
0.24%
-32.0%
Q3 2018$1,202,000
+2.2%
7,2000.0%0.36%
-8.0%
Q2 2018$1,176,000
+8.3%
7,2000.0%0.39%
-1.0%
Q1 2018$1,086,000
+1.0%
7,200
+2.9%
0.39%
+6.2%
Q4 2017$1,075,000
+3.6%
7,0000.0%0.37%
+4.8%
Q3 2017$1,038,000
+6.0%
7,0000.0%0.35%
+7.0%
Q2 2017$979,0007,0000.33%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders