Centerpoint Advisors, 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
Centerpoint Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,924
-8.9%
43,984
-2.9%
1.66%
-4.7%
Q2 2023$4,308
-0.4%
45,305
-2.0%
1.75%
-7.1%
Q1 2023$4,325
-1.7%
46,209
-4.1%
1.88%
-8.8%
Q4 2022$4,400
-99.9%
48,184
-4.6%
2.06%
-6.7%
Q3 2022$4,162,000
-7.4%
50,4820.0%2.21%
-3.5%
Q2 2022$4,494,000
-15.0%
50,482
-2.2%
2.29%
-5.2%
Q1 2022$5,284,000
-4.5%
51,604
-2.6%
2.42%
-0.5%
Q4 2021$5,533,000
+2.3%
52,956
-1.4%
2.43%
-5.8%
Q3 2021$5,409,000
-5.6%
53,730
-1.1%
2.58%
-4.3%
Q2 2021$5,727,000
+2.9%
54,320
-1.6%
2.70%
-17.5%
Q1 2021$5,564,000
+23.0%
55,227
-0.7%
3.27%
+11.2%
Q4 2020$4,522,000
+31.3%
55,618
+97.8%
2.94%
+13.5%
Q3 2020$3,443,000
-31.6%
28,122
-32.8%
2.59%
-36.4%
Q2 2020$5,037,000
-18.1%
41,847
-32.0%
4.07%
-33.4%
Q1 2020$6,147,000
-32.6%
61,503
+8.5%
6.11%
-9.0%
Q4 2019$9,115,000
+8.4%
56,685
+1.2%
6.71%
+0.4%
Q3 2019$8,410,000
+4.5%
55,995
+3.5%
6.69%
+4.0%
Q2 2019$8,044,000
+58.1%
54,125
+57.0%
6.43%
+48.8%
Q1 2019$5,087,000
-40.8%
34,477
-47.1%
4.32%
-47.0%
Q4 2018$8,595,000
-45.0%
65,188
-30.3%
8.15%
-34.0%
Q3 2018$15,614,000
-27.9%
93,537
-29.5%
12.36%
-31.8%
Q2 2018$21,653,000
+45.7%
132,623
+34.6%
18.12%
+39.9%
Q1 2018$14,865,000
-3.9%
98,551
-2.2%
12.95%
-5.3%
Q4 2017$15,471,000100,74113.68%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders