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 Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,661,041
+11.2%
17,077
+17.4%
0.10%
+18.4%
Q1 2024$1,494,223
+19.0%
14,541
+19.4%
0.09%
+6.1%
Q4 2023$1,255,704
-4.6%
12,183
-17.4%
0.08%
-13.7%
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 Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders