Dougherty Wealth Advisers LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$191,000
-38.0%
1,9150.0%0.76%
-19.1%
Q4 2019$308,000
+6.9%
1,9150.0%0.94%
-0.6%
Q3 2019$288,000
+1.1%
1,9150.0%0.95%
+17.6%
Q2 2019$285,000
+0.7%
1,9150.0%0.80%
-16.1%
Q1 2019$283,000
-0.4%
1,9150.0%0.96%
+2.7%
Q4 2018$284,0001,9150.94%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders