Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 492 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$21,000
-12.5%
206
-8.8%
0.00%0.0%
Q2 2021$24,000
+71.4%
226
+66.2%
0.00%
+50.0%
Q1 2021$14,000
+16.7%
136
-6.8%
0.00%0.0%
Q4 2020$12,000
+140.0%
146
+239.5%
0.00%
+100.0%
Q3 2020$5,0000.0%43
-97.8%
0.00%0.0%
Q2 2020$5,000
+25.0%
2,000
+4551.2%
0.00%0.0%
Q1 2020$4,000
-42.9%
430.0%0.00%0.0%
Q4 2019$7,000
+16.7%
430.0%0.00%0.0%
Q3 2019$6,0000.0%430.0%0.00%0.0%
Q2 2019$6,0000.0%430.0%0.00%
-50.0%
Q1 2019$6,0000.0%430.0%0.00%0.0%
Q4 2018$6,000430.00%
Other shareholders
ISHARES TR shareholders Q3 2019
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