55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,105,000
-95.8%
25,522
-95.5%
0.06%
-95.8%
Q2 2022$50,157,000
+763.3%
563,374
+892.9%
1.40%
+917.4%
Q1 2022$5,810,000
-7.6%
56,743
-5.7%
0.14%
-13.8%
Q4 2021$6,289,000
+28.5%
60,185
+23.8%
0.16%
+9.6%
Q3 2021$4,893,000
+22.3%
48,600
+28.0%
0.15%
+2.8%
Q2 2021$4,001,000
+92.3%
37,954
+83.8%
0.14%
+35.2%
Q1 2021$2,081,000
+528.7%
20,653
+407.1%
0.10%
+320.0%
Q4 2020$331,0004,0730.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders