Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$144,000
-13.3%
1,6210.0%0.04%
+23.5%
Q1 2022$166,000
-1.8%
1,6210.0%0.03%
+3.0%
Q4 2021$169,000
+3.7%
1,6210.0%0.03%
-8.3%
Q3 2021$163,000
-1.8%
1,6210.0%0.04%0.0%
Q2 2021$166,000
+1.8%
1,6210.0%0.04%
-5.3%
Q1 2021$163,000
+21.6%
1,621
-2.0%
0.04%
+26.7%
Q4 2020$134,000
-2.2%
1,654
+94.4%
0.03%
-25.0%
Q4 2019$137,000
+7.0%
8510.0%0.04%
-13.0%
Q3 2019$128,000
+1.6%
8510.0%0.05%
+17.9%
Q2 2019$126,000
+29.9%
851
+29.7%
0.04%
-2.5%
Q1 2019$97,000
+12.8%
6560.0%0.04%
+5.3%
Q4 2018$86,000
-21.8%
6560.0%0.04%
-9.5%
Q3 2018$110,000
+2.8%
6560.0%0.04%
+2.4%
Q2 2018$107,000
+8.1%
6560.0%0.04%
-8.9%
Q1 2018$99,000
-2.0%
6560.0%0.04%
-15.1%
Q4 2017$101,000
+4.1%
6560.0%0.05%
+26.2%
Q3 2017$97,000
+6.6%
6560.0%0.04%
-40.8%
Q1 2017$91,0006560.07%
Other shareholders
ISHARES TR shareholders Q2 2022
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