Newport Wealth Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$268,000
-8.5%
2,662
-4.3%
0.16%
-4.1%
Q2 2021$293,000
+4.6%
2,7820.0%0.17%
-2.9%
Q1 2021$280,000
+7.7%
2,782
+28.7%
0.17%
-26.6%
Q2 2020$260,000
-54.0%
2,161
-39.1%
0.24%
-42.3%
Q4 2019$565,000
+11.9%
3,550
+5.7%
0.41%
-10.7%
Q3 2019$505,000
-1.9%
3,360
-4.6%
0.46%
-3.0%
Q2 2019$515,000
+5.3%
3,521
+7.6%
0.47%
-3.7%
Q1 2019$489,000
+9.4%
3,271
+2.5%
0.49%
-19.7%
Q4 2018$447,000
-16.3%
3,191
-10.1%
0.61%
-10.0%
Q3 2018$534,000
-7.9%
3,5510.0%0.68%
+1.5%
Q2 2018$580,000
-34.7%
3,551
-39.6%
0.67%
-3.5%
Q1 2018$888,000
-6.2%
5,884
-3.3%
0.70%
+2.5%
Q4 2017$947,0006,0840.68%
Other shareholders
ISHARES TR shareholders Q1 2019
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