Old North State Trust, LLC - 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
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 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