Virtue Capital Management, LLC - 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
Virtue Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,102,5650.0%11,6760.0%0.19%0.0%
Q2 2023$1,102,565
+152.5%
11,676
+137.1%
0.19%
+164.8%
Q1 2023$436,651
-42.4%
4,925
-31.5%
0.07%
-53.0%
Q2 2021$758,000
+26.3%
7,192
+80.1%
0.15%
-23.7%
Q3 2019$600,000
+45.3%
3,994
+61.6%
0.20%
+127.6%
Q3 2018$413,000
+4488.9%
2,472
+4394.5%
0.09%
+1640.0%
Q1 2018$9,000550.01%
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