Strategic Wealth Partners 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
Strategic Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,823,509
+94349.0%
53,748
+0.1%
0.72%
-3.2%
Q2 2023$5,107
+6.8%
53,714
-0.1%
0.74%
-5.6%
Q1 2023$4,783
+2.0%
53,744
+4.6%
0.78%
-21.3%
Q4 2022$4,690
-99.9%
51,363
-3.7%
1.00%
-2.7%
Q3 2022$4,395,000
-9.3%
53,309
-2.1%
1.02%
-5.2%
Q2 2022$4,846,000
-3.4%
54,430
+11.1%
1.08%
+13.0%
Q1 2022$5,014,000
-2.6%
48,971
-0.6%
0.96%
+6.9%
Q4 2021$5,150,000
+4.4%
49,289
+0.6%
0.89%
-4.9%
Q3 2021$4,931,000
+15.4%
48,980
+15.5%
0.94%
+9.4%
Q1 2021$4,272,000
+26.0%
42,406
+1.7%
0.86%
+19.3%
Q4 2020$3,390,000
+38.5%
41,689
+108.5%
0.72%
+21.5%
Q3 2020$2,448,000
-1.7%
19,997
-3.4%
0.59%
-5.4%
Q2 2020$2,491,000
+52.4%
20,691
+26.5%
0.63%
+31.5%
Q1 2020$1,635,000
-28.4%
16,358
+15.2%
0.48%
-12.0%
Q4 2019$2,283,000
+145.0%
14,200
+129.0%
0.54%
+111.3%
Q3 2019$932,000
-7.6%
6,202
-8.6%
0.26%
-13.8%
Q2 2019$1,009,000
+20.3%
6,789
+19.4%
0.30%
+8.4%
Q1 2019$839,000
+11.4%
5,684
-0.5%
0.27%
-4.5%
Q4 2018$753,000
+203.6%
5,711
+283.8%
0.29%
+5640.0%
Q3 2018$248,0001,4880.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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