Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,028,213
-11.9%
11,524
-6.1%
0.04%
-9.1%
Q2 2023$1,166,904
-17.9%
12,272
-19.2%
0.04%
-24.1%
Q1 2023$1,421,826
-2.1%
15,192
-4.5%
0.06%
-10.8%
Q4 2022$1,452,827
+2.3%
15,911
-7.6%
0.06%
-11.0%
Q3 2022$1,420,000
-49.3%
17,227
-45.2%
0.07%
-60.5%
Q2 2022$2,799,000
+70.9%
31,438
+96.6%
0.18%
+101.1%
Q1 2022$1,638,000
-11.1%
15,993
-9.3%
0.09%
-6.1%
Q4 2021$1,843,000
-73.7%
17,635
-74.7%
0.10%
-76.4%
Q3 2021$7,008,000
-25.4%
69,611
-21.9%
0.42%
-25.5%
Q2 2021$9,393,000
+8.0%
89,090
+3.2%
0.56%
-6.4%
Q1 2021$8,694,000
+323.9%
86,305
+242.2%
0.60%
+291.4%
Q4 2020$2,051,000
+14.5%
25,224
+72.4%
0.15%
-1.9%
Q3 2020$1,791,000
+5.9%
14,628
+4.1%
0.16%
-6.6%
Q2 2020$1,691,000
+13.0%
14,052
-6.1%
0.17%
-18.2%
Q1 2020$1,496,000
-35.3%
14,972
+4.1%
0.20%
-17.5%
Q4 2019$2,313,000
+16.0%
14,382
+8.3%
0.25%
-6.5%
Q3 2019$1,994,000
+7.8%
13,274
+6.6%
0.26%
+9.6%
Q2 2019$1,850,000
+7.6%
12,451
+6.8%
0.24%
-5.9%
Q1 2019$1,720,000
+25.8%
11,659
+12.5%
0.26%
-5.2%
Q4 2018$1,367,000
-57.0%
10,364
-45.6%
0.27%
-44.2%
Q3 2018$3,178,000
+31.6%
19,036
+28.7%
0.48%
-12.5%
Q2 2018$2,415,000
+18.8%
14,789
+9.7%
0.55%
+7.0%
Q1 2018$2,033,000
+251.1%
13,477
+257.2%
0.52%
+135.2%
Q4 2017$579,0003,7730.22%
Other shareholders
ISHARES TR shareholders Q2 2019
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