Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$618,432
+79.7%
6,931
+91.5%
0.01%
+33.3%
Q2 2023$344,148
-35.4%
3,619
-36.4%
0.01%
-33.3%
Q1 2023$532,653
+2.1%
5,691
-0.4%
0.01%
-10.0%
Q4 2022$521,445
+49.4%
5,711
+35.0%
0.01%
+25.0%
Q3 2022$349,000
-9.1%
4,230
-1.7%
0.01%0.0%
Q2 2022$384,000
-27.8%
4,303
-17.2%
0.01%
+14.3%
Q1 2022$532,000
+157.0%
5,199
+162.0%
0.01%
+40.0%
Q4 2021$207,000
-14.5%
1,984
-17.5%
0.01%
-16.7%
Q3 2021$242,000
-3.6%
2,404
+1.1%
0.01%
-33.3%
Q2 2021$251,000
+22.4%
2,379
+16.0%
0.01%
-30.8%
Q1 2021$205,000
-11.3%
2,050
-28.1%
0.01%
-18.8%
Q4 2020$231,000
-75.1%
2,853
-69.3%
0.02%
-89.2%
Q1 2020$926,000
+117.4%
9,295
+248.8%
0.15%
+12.1%
Q4 2019$426,000
+2.4%
2,665
-3.9%
0.13%
-26.7%
Q3 2019$416,000
-4.1%
2,774
-5.2%
0.18%
+13.9%
Q2 2019$434,000
+6.6%
2,927
+5.7%
0.16%
+3.3%
Q1 2019$407,000
-34.9%
2,768
-41.4%
0.15%
-59.7%
Q4 2018$625,0004,7230.38%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders