Summit Global Investments - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$275
-13.0%
3,085
-7.1%
0.02%
-14.3%
Q2 2023$316
+1.6%
3,320
+0.0%
0.02%
-12.5%
Q1 2023$311
+2.6%
3,319
+0.0%
0.02%
-7.7%
Q4 2022$303
-99.9%
3,318
+0.0%
0.03%
+4.0%
Q3 2022$274,000
-7.1%
3,317
+0.0%
0.02%
-3.8%
Q2 2022$295,000
-13.0%
3,316
+0.0%
0.03%
+4.0%
Q1 2022$339,000
-2.0%
3,3150.0%0.02%
+13.6%
Q4 2021$346,000
+3.6%
3,315
+0.1%
0.02%
-12.0%
Q3 2021$334,000
-4.3%
3,313
+0.0%
0.02%
+19.0%
Q2 2021$349,0003,3120.02%
Other shareholders
ISHARES TR shareholders Q2 2021
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