Quadrant Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Quadrant Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,988
-10.8%
2,262
-5.5%
0.07%
+3.0%
Q2 2023$227,539
-7.5%
2,393
-8.9%
0.07%
-14.3%
Q1 2023$246,019
-6.0%
2,628
-8.3%
0.08%
-12.5%
Q4 2022$261,743
-2.7%
2,867
-5.1%
0.09%
-20.0%
Q2 2022$269,0003,0210.11%
Other shareholders
ISHARES TR shareholders Q1 2023
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