Jacobi Capital Management 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
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 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders