Rice Partnership, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 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 Q1 2022
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