Larson Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 470 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Larson Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,317,102
-6.3%
48,387
-0.2%
0.42%
-7.8%
Q2 2023$4,609,665
+1.1%
48,477
-0.5%
0.46%
-7.1%
Q1 2023$4,560,898
+1.5%
48,733
-1.0%
0.50%
-7.8%
Q4 2022$4,493,241
+118.2%
49,209
+97.1%
0.54%
+83.6%
Q3 2022$2,059,000
-10.0%
24,972
-2.8%
0.29%
-26.0%
Q2 2022$2,288,000
-15.3%
25,695
-2.6%
0.40%
-8.3%
Q1 2022$2,702,000
-4.3%
26,391
-2.3%
0.43%
-3.6%
Q4 2021$2,823,000
-0.6%
27,015
-4.3%
0.45%
-20.6%
Q3 2021$2,841,000
-7.0%
28,220
-2.6%
0.56%
-20.5%
Q2 2021$3,054,000
+0.4%
28,967
-4.1%
0.71%
-20.9%
Q1 2021$3,043,000
+9.9%
30,205
-11.3%
0.90%
-4.9%
Q4 2020$2,768,000
+9.2%
34,048
+64.5%
0.94%
-9.4%
Q3 2020$2,534,000
-37.5%
20,702
-38.5%
1.04%
-46.0%
Q2 2020$4,055,000
+59.0%
33,689
+32.0%
1.93%
+20.7%
Q1 2020$2,551,000
+64.4%
25,529
+164.4%
1.60%
+78.7%
Q4 2019$1,552,000
+5.7%
9,654
-1.3%
0.89%
-7.0%
Q3 2019$1,469,000
-4.6%
9,778
-5.7%
0.96%
-16.1%
Q2 2019$1,540,000
+4.0%
10,364
+3.2%
1.14%
-2.5%
Q1 2019$1,481,000
+14.2%
10,039
+2.0%
1.17%
-2.2%
Q4 2018$1,297,000
-44.8%
9,840
-35.7%
1.20%
-39.2%
Q4 2017$2,350,00015,3021.97%
Other shareholders
ISHARES TR shareholders Q4 2018
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