Old North State Trust, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$42,000
+5.0%
4000.0%0.03%0.0%
Q1 2021$40,000
+21.2%
4000.0%0.03%
+23.1%
Q4 2020$33,000
+3.1%
400
+55.0%
0.03%
+18.2%
Q3 2020$32,000
+23.1%
2580.0%0.02%
+15.8%
Q1 2020$26,000
-36.6%
2580.0%0.02%
-13.6%
Q4 2019$41,000
+5.1%
2580.0%0.02%
-15.4%
Q3 2019$39,000
+2.6%
2580.0%0.03%
-7.1%
Q2 2019$38,0000.0%2580.0%0.03%
+3.7%
Q1 2019$38,000
+11.8%
2580.0%0.03%
-22.9%
Q4 2018$34,000
-20.9%
2580.0%0.04%
-14.6%
Q3 2018$43,0002580.04%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders