Old North State Trust, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

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 Q4 2020
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