IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$553,164
-6.3%
6,200
-0.1%
0.01%
-8.3%
Q2 2023$590,129
+1.6%
6,2060.0%0.01%
-7.7%
Q1 2023$580,820
+188.3%
6,206
+181.3%
0.01%
+116.7%
Q4 2022$201,430
-2.7%
2,206
-12.2%
0.01%0.0%
Q3 2022$207,000
-8.4%
2,512
+13.9%
0.01%
+20.0%
Q1 2022$226,000
-3.0%
2,206
-1.1%
0.01%0.0%
Q4 2021$233,0002,2300.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders