Beacon Pointe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,428,000
+8.8%
8,883
+1.5%
0.26%
-4.7%
Q3 2019$1,313,000
+0.1%
8,751
-1.0%
0.28%
-0.4%
Q2 2019$1,312,000
+1.1%
8,842
+0.3%
0.28%
-6.4%
Q1 2019$1,298,000
+34.5%
8,813
+20.4%
0.30%
-14.9%
Q4 2018$965,0007,3200.35%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders