Measured Wealth Private Client Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$228,000
+5.1%
2,1580.0%0.07%
-5.2%
Q1 2021$217,000
-54.4%
2,158
-27.1%
0.08%
-75.7%
Q4 2019$476,000
-13.3%
2,962
-19.0%
0.32%
-10.7%
Q3 2019$549,000
-12.6%
3,656
-13.4%
0.36%
-2.2%
Q2 2019$628,000
+28.4%
4,223
+27.4%
0.36%
+20.6%
Q1 2019$489,000
+26.0%
3,314
+12.7%
0.30%
-14.5%
Q4 2018$388,000
-23.5%
2,941
-3.1%
0.35%
+15.8%
Q3 2018$507,000
+6.7%
3,036
+4.3%
0.30%
-21.4%
Q2 2018$475,0002,9110.39%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders