Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$10,401
-95.2%
43
-94.7%
0.01%
-93.3%
Q1 2022$217,000
+1872.7%
809
+1974.4%
0.12%
+1883.3%
Q4 2021$11,000390.01%
Q1 2021$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2020$15,000
-98.0%
65
-98.8%
0.01%
-97.5%
Q1 2020$768,000
-36.7%
5,339
-9.4%
0.51%
-29.9%
Q4 2019$1,213,000
+5.2%
5,892
-1.3%
0.73%
+35.2%
Q3 2019$1,153,000
+50.3%
5,969
+51.1%
0.54%
+45.7%
Q2 2019$767,000
+2.5%
3,950
+0.0%
0.37%
-5.1%
Q1 2019$748,000
+385.7%
3,949
+325.5%
0.39%
+321.5%
Q4 2018$154,000
-17.2%
928
+0.3%
0.09%
-10.6%
Q3 2018$186,000
+2.2%
925
+0.2%
0.10%
-1.0%
Q2 2018$182,000
+15.9%
923
+9.5%
0.10%
+20.7%
Q1 2018$157,000
-1.3%
843
+0.2%
0.09%
-10.3%
Q4 2017$159,000
-1.2%
841
-6.7%
0.10%
-13.4%
Q3 2017$161,0009010.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders