Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$356,0000.0%3,5400.0%0.05%0.0%
Q3 2021$356,000
-4.6%
3,5400.0%0.05%
-3.6%
Q2 2021$373,000
+4.5%
3,5400.0%0.06%
+1.8%
Q1 2021$357,000
+24.0%
3,5400.0%0.06%
+7.8%
Q4 2020$288,000
+32.7%
3,540
+100.0%
0.05%
+15.9%
Q3 2020$217,000
+2311.1%
1,770
+2291.9%
0.04%
+2100.0%
Q2 2020$9,000
+28.6%
740.0%0.00%0.0%
Q1 2020$7,000
-41.7%
740.0%0.00%
-33.3%
Q4 2019$12,000
+9.1%
740.0%0.00%0.0%
Q3 2019$11,0000.0%740.0%0.00%0.0%
Q2 2019$11,0000.0%740.0%0.00%0.0%
Q1 2019$11,000
+10.0%
740.0%0.00%0.0%
Q4 2018$10,000
-16.7%
740.0%0.00%0.0%
Q3 2018$12,0000.0%740.0%0.00%0.0%
Q2 2018$12,000
+9.1%
740.0%0.00%
-25.0%
Q1 2018$11,0000.0%740.0%0.00%
+33.3%
Q4 2017$11,0000.0%740.0%0.00%
-25.0%
Q3 2017$11,000
+10.0%
740.0%0.00%
-33.3%
Q4 2016$10,000740.01%
Other shareholders
ISHARES TR shareholders Q1 2018
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