Realta Investment Advisors - 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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$457,7100.0%4,8130.0%0.10%
+5.0%
Q2 2023$457,710
+2.0%
4,813
+0.4%
0.10%
-8.3%
Q1 2023$448,617
+2.9%
4,793
+0.4%
0.11%
+2.8%
Q4 2022$436,125
+11.0%
4,776
+0.3%
0.11%
+2.9%
Q3 2022$393,000
-7.7%
4,763
+0.6%
0.10%
-1.0%
Q2 2022$426,000
-12.9%
4,734
-0.9%
0.10%
+7.2%
Q1 2022$489,000
-1.8%
4,779
+0.3%
0.10%
-11.8%
Q4 2021$498,000
+4.4%
4,766
+0.5%
0.11%
-1.8%
Q3 2021$477,0000.0%4,743
+4.9%
0.11%
-0.9%
Q2 2021$477,000
-6.3%
4,520
-10.6%
0.11%
-15.7%
Q1 2021$509,000
+41.0%
5,055
+14.0%
0.13%
+31.4%
Q4 2020$361,000
+34.2%
4,435
+102.1%
0.10%
+13.3%
Q3 2020$269,000
+2.3%
2,195
+0.5%
0.09%
+3.4%
Q2 2020$263,000
+21.2%
2,185
+0.4%
0.09%
-6.5%
Q1 2020$217,000
-35.8%
2,176
+1.2%
0.09%
+1.1%
Q4 2019$338,000
+3.0%
2,151
-1.9%
0.09%
+3.4%
Q3 2019$328,000
+1.2%
2,192
+0.4%
0.09%
-1.1%
Q2 2019$324,000
+2.9%
2,183
+2.3%
0.09%
-37.1%
Q1 2019$315,0002,1330.14%
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