TSFG, 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
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70.0%750.0%0.00%
-33.3%
Q2 2023$70.0%750.0%0.00%0.0%
Q1 2023$70.0%750.0%0.00%0.0%
Q4 2022$7
-99.9%
750.0%0.00%0.0%
Q3 2022$6,000
-14.3%
750.0%0.00%0.0%
Q2 2022$7,000
-12.5%
750.0%0.00%0.0%
Q1 2022$8,000
-11.1%
75
-10.7%
0.00%0.0%
Q4 2021$9,000
+200.0%
84
+250.0%
0.00%
+50.0%
Q3 2020$3,0000.0%240.0%0.00%0.0%
Q2 2020$3,000
+50.0%
240.0%0.00%0.0%
Q1 2020$2,000
-50.0%
240.0%0.00%
-33.3%
Q4 2019$4,0000.0%24
-17.2%
0.00%0.0%
Q3 2019$4,000
-63.6%
29
-59.2%
0.00%
-66.7%
Q2 2019$11,000
+10.0%
710.0%0.01%0.0%
Q1 2019$10,000710.01%
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