Rice Partnership, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 492 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
Rice Partnership, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,922
-6.2%
1000.0%0.00%0.0%
Q2 2023$9,509
+1.6%
1000.0%0.00%0.0%
Q1 2023$9,359
+2.5%
1000.0%0.00%0.0%
Q4 2022$9,131
+14.1%
1000.0%0.00%0.0%
Q3 2022$8,000
-11.1%
1000.0%0.00%0.0%
Q2 2022$9,000
-10.0%
1000.0%0.00%0.0%
Q1 2022$10,0000.0%1000.0%0.00%0.0%
Q4 2021$10,0000.0%1000.0%0.00%0.0%
Q3 2021$10,000
-9.1%
1000.0%0.00%0.0%
Q2 2021$11,000
+10.0%
1000.0%0.00%
-25.0%
Q1 2021$10,000
+25.0%
1000.0%0.00%
+33.3%
Q4 2020$8,000
+33.3%
100
+100.0%
0.00%0.0%
Q3 2020$6,0000.0%500.0%0.00%0.0%
Q2 2020$6,000
+20.0%
500.0%0.00%0.0%
Q1 2020$5,000
-37.5%
500.0%0.00%
-25.0%
Q4 2019$8,0000.0%500.0%0.00%
-20.0%
Q3 2019$8,000
+14.3%
500.0%0.01%0.0%
Q2 2019$7,000500.01%
Other shareholders
ISHARES TR shareholders Q3 2019
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