IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 Q4 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders