Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 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 Q2 2022
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