Zhang Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Zhang Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,185,669
-6.2%
13,2890.0%0.12%
-7.7%
Q2 2023$1,263,680
-0.8%
13,289
-2.4%
0.13%
-10.3%
Q1 2023$1,273,929
+1.4%
13,612
-1.0%
0.14%
-9.4%
Q4 2022$1,255,941
+8.7%
13,755
-1.8%
0.16%
-8.0%
Q3 2022$1,155,000
-3.3%
14,005
+4.4%
0.17%
-9.4%
Q2 2022$1,194,000
-13.8%
13,415
-0.8%
0.19%
-17.9%
Q1 2022$1,385,000
+4.1%
13,524
+6.2%
0.23%
-0.8%
Q4 2021$1,330,000
-1.7%
12,730
-5.3%
0.24%
-24.6%
Q3 2021$1,353,000
-6.2%
13,438
-1.8%
0.31%
-11.6%
Q2 2021$1,442,000
-2.3%
13,678
-6.7%
0.35%
-10.6%
Q1 2021$1,476,000
+29.8%
14,654
+4.8%
0.40%
+13.1%
Q4 2020$1,137,000
+22.9%
13,985
+85.2%
0.35%
+5.1%
Q3 2020$925,000
+1.8%
7,553
+0.0%
0.33%
-4.9%
Q2 2020$909,000
+20.6%
7,550
+0.0%
0.35%
+4.8%
Q1 2020$754,000
-37.8%
7,548
+0.0%
0.33%
-27.7%
Q4 2019$1,213,000
+7.1%
7,546
+0.0%
0.46%
-3.5%
Q3 2019$1,133,000
-4.3%
7,543
-5.3%
0.48%
-3.2%
Q2 2019$1,184,000
-2.3%
7,965
-3.1%
0.50%
-5.2%
Q1 2019$1,212,000
+11.9%
8,216
+0.0%
0.52%
-0.2%
Q4 2018$1,083,000
-9.3%
8,214
+13.2%
0.52%
-8.2%
Q3 2018$1,194,000
-8.9%
7,257
-8.8%
0.57%
-14.5%
Q2 2018$1,310,000
+11.7%
7,961
+0.0%
0.67%
+8.6%
Q1 2018$1,173,000
-5.6%
7,959
+0.0%
0.61%
+1.2%
Q4 2017$1,243,000
-0.1%
7,958
-4.5%
0.61%
-4.0%
Q3 2017$1,244,000
+7.5%
8,331
+0.0%
0.63%
+2.8%
Q2 2017$1,157,000
-6.9%
8,329
+4.7%
0.62%
-0.6%
Q1 2017$1,243,000
+13.2%
7,958
+0.1%
0.62%
+4.0%
Q4 2016$1,098,000
+1.0%
7,951
-8.7%
0.60%
-0.3%
Q3 2016$1,087,000
+4.9%
8,709
-1.8%
0.60%
+4.9%
Q2 2016$1,036,000
+3.1%
8,870
+0.0%
0.57%
+0.2%
Q1 2016$1,005,000
+4.8%
8,867
+0.0%
0.57%
-1.2%
Q4 2015$959,000
+3.3%
8,864
+0.1%
0.58%
-2.7%
Q3 2015$928,000
-28.1%
8,856
-19.2%
0.59%
-28.8%
Q2 2015$1,291,000
-0.9%
10,964
+0.0%
0.83%
+1.8%
Q1 2015$1,303,000
+0.9%
10,960
+0.1%
0.82%
-3.0%
Q4 2014$1,292,000
+10.0%
10,954
+0.1%
0.84%
+4.6%
Q3 2014$1,175,000
-7.0%
10,947
+0.0%
0.80%
-5.4%
Q2 2014$1,263,000
+4.0%
10,942
+2.2%
0.85%
-2.6%
Q1 2014$1,215,000
+2.0%
10,705
+0.0%
0.87%
-3.0%
Q4 2013$1,191,000
+9.0%
10,701
+0.1%
0.90%
+2.0%
Q3 2013$1,093,000
+9.4%
10,695
+0.1%
0.88%
+2.7%
Q2 2013$999,000
+4.0%
10,686
+0.0%
0.86%
+0.8%
Q1 2013$961,000
+11.2%
10,6820.0%0.85%
+3.2%
Q4 2012$864,000
+2.5%
10,682
+0.1%
0.82%
-6.5%
Q3 2012$843,000
+6.3%
10,6670.0%0.88%
-2.9%
Q2 2012$793,000
-5.3%
10,667
+0.1%
0.91%
+15.5%
Q1 2012$837,00010,6590.79%
Other shareholders
ISHARES TR shareholders Q1 2022
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