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 ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders