Lutz Financial Services 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
Lutz Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,106,054
-7.0%
46,022
-0.9%
0.45%
-5.9%
Q2 2023$4,415,473
+1.4%
46,435
-0.2%
0.48%
-4.4%
Q1 2023$4,352,777
+1.2%
46,509
-1.3%
0.50%
-5.9%
Q4 2022$4,301,443
+9.4%
47,108
-1.3%
0.53%
-1.7%
Q3 2022$3,933,000
-7.6%
47,706
-0.2%
0.54%
-4.8%
Q2 2022$4,255,000
-13.3%
47,789
-0.3%
0.56%
-6.8%
Q1 2022$4,908,000
-2.2%
47,935
-0.2%
0.60%
-1.8%
Q4 2021$5,018,000
+4.1%
48,028
+0.3%
0.62%
-1.6%
Q3 2021$4,822,000
-4.6%
47,902
-0.1%
0.63%
-7.0%
Q2 2021$5,056,000
-0.8%
47,959
-5.2%
0.67%
-10.7%
Q1 2021$5,095,000
+16.8%
50,576
-5.7%
0.75%
+5.3%
Q4 2020$4,362,000
+28.2%
53,641
+93.0%
0.72%
+9.1%
Q3 2020$3,402,000
-6.2%
27,788
-7.8%
0.66%
-11.2%
Q2 2020$3,628,000
+6.5%
30,142
-11.5%
0.74%
-2.4%
Q1 2020$3,405,000
-64.5%
34,074
-42.9%
0.76%
-55.6%
Q4 2019$9,596,000
+7.4%
59,674
+0.3%
1.70%
-0.5%
Q3 2019$8,936,000
-0.8%
59,500
-1.8%
1.71%
-2.8%
Q2 2019$9,006,000
-11.9%
60,598
-12.6%
1.76%
-15.5%
Q1 2019$10,228,000
+42.2%
69,325
+27.1%
2.09%
+30.0%
Q4 2018$7,192,000
-4.6%
54,550
+20.8%
1.60%
-3.5%
Q3 2018$7,536,000
+34.1%
45,145
+31.1%
1.66%
+3.9%
Q2 2018$5,620,000
+18.6%
34,423
+9.6%
1.60%
+14.4%
Q1 2018$4,739,000
+5.0%
31,416
+6.9%
1.40%
+6.3%
Q4 2017$4,513,00029,3851.32%
Other shareholders
ISHARES TR shareholders Q1 2022
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