IFG Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,007
-54.2%
2,331
-52.0%
0.02%
-59.5%
Q1 2023$454,586
+55135.2%
4,857
-46.1%
0.04%
-48.8%
Q4 2022$823
-99.9%
9,013
-8.4%
0.08%
+10.8%
Q3 2022$811,000
+30.6%
9,842
+41.0%
0.07%
+12.1%
Q2 2022$621,000
+92.9%
6,978
+121.8%
0.07%
+106.2%
Q1 2022$322,000
+28.3%
3,146
+101.2%
0.03%
-30.4%
Q4 2019$251,000
+7.3%
1,5640.0%0.05%
+2.2%
Q3 2019$234,000
-96.9%
1,564
-97.1%
0.04%
-96.6%
Q2 2019$7,495,000
+2.8%
54,200
+1.6%
1.33%
-4.7%
Q1 2019$7,290,00053,3681.40%
Other shareholders
ISHARES TR shareholders Q3 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