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 ↓
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