Kohmann Bosshard Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kohmann Bosshard Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$283,720
-6.2%
3,1800.0%0.05%
-5.8%
Q2 2023$302,386
+1.6%
3,1800.0%0.05%
-7.1%
Q1 2023$297,616
+2.5%
3,1800.0%0.06%
-3.4%
Q4 2022$290,366
+10.8%
3,1800.0%0.06%0.0%
Q3 2022$262,000
-7.4%
3,1800.0%0.06%
-7.9%
Q2 2022$283,000
-13.2%
3,1800.0%0.06%
-1.6%
Q1 2022$326,000
-1.8%
3,1800.0%0.06%
-4.5%
Q4 2021$332,000
+3.8%
3,1800.0%0.07%
-4.3%
Q3 2021$320,0003,1800.07%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders