Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,316,216
+6.3%
14,752
+13.3%
0.10%
+8.0%
Q2 2023$1,238,022
-27.7%
13,019
-31.6%
0.09%
-28.5%
Q1 2023$1,712,658
-43.4%
19,033
-73.9%
0.12%
-45.6%
Q4 2022$3,026,310
+182.6%
72,881
+453.5%
0.23%
+156.8%
Q3 2022$1,071,000
-24.5%
13,168
-17.3%
0.09%
-23.5%
Q2 2022$1,418,000
+25.9%
15,932
+44.8%
0.12%
+55.4%
Q1 2022$1,126,000
-0.5%
11,005
+1.6%
0.07%
+4.2%
Q4 2021$1,132,000
+10.5%
10,834
+6.5%
0.07%
+2.9%
Q3 2021$1,024,000
-2.3%
10,172
+2.3%
0.07%
-1.4%
Q2 2021$1,048,000
-8.0%
9,942
-12.0%
0.07%
-13.6%
Q1 2021$1,139,000
+14.5%
11,302
-4.7%
0.08%
+19.1%
Q4 2020$995,000
+37.1%
11,857
+99.9%
0.07%
+9.7%
Q3 2020$726,000
-51.5%
5,931
-50.4%
0.06%
-56.3%
Q2 2020$1,498,000
+56.4%
11,953
+24.6%
0.14%
+3.6%
Q1 2020$958,000
-43.7%
9,591
-9.4%
0.14%
-24.3%
Q4 2019$1,702,000
+1.0%
10,588
-5.6%
0.18%
-5.7%
Q3 2019$1,685,000
-7.6%
11,217
-8.6%
0.19%
-9.0%
Q2 2019$1,824,000
+1.4%
12,270
+0.7%
0.21%
-5.8%
Q1 2019$1,798,000
+11.6%
12,189
-0.3%
0.22%
+1.8%
Q4 2018$1,611,000
+8.6%
12,221
+37.5%
0.22%
+32.5%
Q3 2018$1,484,000
+3.3%
8,888
+1.9%
0.17%
-4.6%
Q2 2018$1,436,000
+18.2%
8,723
+8.3%
0.17%
+10.1%
Q1 2018$1,215,000
+70.4%
8,058
+73.6%
0.16%
+62.9%
Q4 2017$713,0004,6420.10%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders