LeJeune Puetz Investment Counsel LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
LeJeune Puetz Investment Counsel LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$149,744
+2.5%
1,6000.0%0.05%
-1.8%
Q4 2022$146,096
+10.7%
1,6000.0%0.06%
+1.9%
Q3 2022$132,000
-7.0%
1,6000.0%0.05%
-1.8%
Q2 2022$142,000
-12.9%
1,6000.0%0.06%
-3.5%
Q1 2022$163,000
-2.4%
1,6000.0%0.06%
+1.8%
Q4 2021$167,000
+3.7%
1,6000.0%0.06%
-5.1%
Q3 2021$161,000
-4.7%
1,6000.0%0.06%
-4.8%
Q2 2021$169,000
+5.0%
1,6000.0%0.06%
-1.6%
Q1 2021$161,000
-86.3%
1,600
-88.9%
0.06%
-87.5%
Q4 2020$1,171,000
+32.9%
14,400
+100.0%
0.50%
+17.2%
Q3 2020$881,000
+1.6%
7,2000.0%0.43%
-5.1%
Q2 2020$867,000
+35.5%
7,200
+12.5%
0.45%
+21.4%
Q1 2020$640,0006,4000.37%
Other shareholders
ISHARES TR shareholders Q4 2021
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