Leicht Financial Planning & Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
Leicht Financial Planning & Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$381,000
-34.2%
2,370
-38.6%
0.35%
-37.3%
Q3 2019$579,000
-22.2%
3,858
-22.9%
0.55%
-24.0%
Q2 2019$744,000
-12.2%
5,003
-12.8%
0.73%
-16.6%
Q1 2019$847,000
-34.3%
5,740
-40.9%
0.87%
-48.7%
Q4 2018$1,289,000
-47.2%
9,717
-33.6%
1.70%
-41.3%
Q3 2018$2,442,000
-7.6%
14,634
-9.0%
2.90%
+28.7%
Q2 2018$2,642,000
+8.9%
16,090
-2.4%
2.25%
+7.4%
Q1 2018$2,425,000
-7.2%
16,492
-1.5%
2.10%
-4.5%
Q4 2017$2,614,000
+14.7%
16,737
+9.1%
2.19%
+15.7%
Q3 2017$2,279,000
-51.4%
15,336
-54.6%
1.90%
-53.1%
Q2 2017$4,694,000
+46.0%
33,751
+41.3%
4.04%
+38.3%
Q1 2017$3,216,000
+524.5%
23,885
+539.1%
2.92%
+514.3%
Q4 2016$515,0003,7370.48%
Other shareholders
ISHARES TR shareholders Q2 2018
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