Newport Wealth Strategies, Inc. - 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
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 Q3 2021
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