Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$29,000
+70.6%
352
+81.4%
0.01%
+100.0%
Q2 2022$17,000
-15.0%
1940.0%0.01%
-14.3%
Q1 2022$20,0000.0%1940.0%0.01%
-12.5%
Q4 2021$20,0000.0%1940.0%0.01%
-27.3%
Q3 2021$20,0000.0%1940.0%0.01%
-31.2%
Q2 2021$20,0000.0%1940.0%0.02%
-11.1%
Q1 2021$20,000
+25.0%
1940.0%0.02%
+80.0%
Q4 2020$16,000
+6.7%
194
+57.7%
0.01%
-16.7%
Q3 2020$15,000
-16.7%
123
-18.5%
0.01%
-20.0%
Q2 2020$18,0001510.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders