Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,431,181
-4.6%
27,136
+1.2%
0.01%
+200.0%
Q2 2023$2,549,156
+59.5%
26,808
+57.0%
0.00%
-90.6%
Q1 2023$1,598,187
+43.7%
17,076
+19.9%
0.03%
+128.6%
Q4 2022$1,111,826
-12.4%
14,245
-7.4%
0.01%
-12.5%
Q3 2022$1,269,000
-10.3%
15,384
-3.1%
0.02%
-5.9%
Q2 2022$1,414,000
+6.0%
15,878
+21.8%
0.02%
+21.4%
Q1 2022$1,334,000
-4.1%
13,037
-2.1%
0.01%
+7.7%
Q4 2021$1,391,000
+76.3%
13,312
+69.8%
0.01%
+18.2%
Q3 2021$789,000
+53.2%
7,838
+60.4%
0.01%
+57.1%
Q2 2021$515,000
-4.3%
4,888
-8.4%
0.01%
-22.2%
Q1 2021$538,000
+20.9%
5,336
-2.4%
0.01%
+28.6%
Q4 2020$445,000
+111.9%
5,468
+219.0%
0.01%
+75.0%
Q3 2020$210,000
-83.4%
1,714
-83.7%
0.00%
-85.7%
Q2 2020$1,268,00010,5330.03%
Other shareholders
ISHARES TR shareholders Q4 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