CHOREO, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$507,742
-6.7%
5,658
-1.2%
0.02%
-5.3%
Q2 2023$544,270
+1.3%
5,724
-0.3%
0.02%0.0%
Q1 2023$537,248
+14.5%
5,740
+11.7%
0.02%
-17.4%
Q4 2022$469,289
+12.5%
5,140
+1.5%
0.02%
-4.2%
Q3 2022$417,000
+29.1%
5,062
+39.6%
0.02%
+33.3%
Q2 2022$323,000
-12.9%
3,626
+0.2%
0.02%
-5.3%
Q1 2022$371,000
-10.4%
3,619
-8.6%
0.02%
-5.0%
Q4 2021$414,000
+5.6%
3,960
+1.8%
0.02%
-4.8%
Q3 2021$392,000
-4.4%
3,8900.0%0.02%
-4.5%
Q2 2021$410,000
+81.4%
3,890
+73.6%
0.02%
+57.1%
Q1 2021$226,000
-16.3%
2,241
-17.0%
0.01%
-57.6%
Q1 2020$270,000
+14.9%
2,699
+84.7%
0.03%
+43.5%
Q4 2019$235,000
+7.8%
1,461
+0.8%
0.02%
-8.0%
Q3 2019$218,000
-0.5%
1,450
-1.4%
0.02%
-3.8%
Q2 2019$219,000
+1.4%
1,471
+0.3%
0.03%0.0%
Q1 2019$216,000
+0.5%
1,467
-9.9%
0.03%
-16.1%
Q4 2018$215,000
-24.6%
1,628
-4.3%
0.03%
-16.2%
Q3 2018$285,000
+2.5%
1,701
+0.2%
0.04%0.0%
Q2 2018$278,000
+6.1%
1,697
-2.5%
0.04%
+19.4%
Q1 2018$262,000
-24.7%
1,740
-23.1%
0.03%
-26.2%
Q4 2017$348,000
+4.2%
2,264
+0.6%
0.04%
-4.5%
Q3 2017$334,000
+6.4%
2,251
+0.2%
0.04%0.0%
Q2 2017$314,000
+42.1%
2,246
+26.7%
0.04%
+12.8%
Q3 2016$221,000
+6.8%
1,7730.0%0.04%
-2.5%
Q2 2016$207,000
+3.0%
1,7730.0%0.04%
-2.4%
Q1 2016$201,000
-2.4%
1,773
+1.2%
0.04%
-19.6%
Q2 2015$206,0001,7520.05%
Other shareholders
ISHARES TR shareholders Q2 2017
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