Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$351,669
-95.2%
3,942
-94.9%
0.03%
-96.1%
Q2 2023$7,373,408
+6.4%
77,541
+4.7%
0.86%
+3.8%
Q1 2023$6,933,145
+8.8%
74,080
+6.1%
0.83%
-2.2%
Q4 2022$6,374,195
+49.5%
69,808
+35.0%
0.84%
+30.8%
Q3 2022$4,265,000
+39.5%
51,726
+50.6%
0.65%
+42.0%
Q2 2022$3,057,000
+59.1%
34,338
+83.1%
0.46%
+80.6%
Q1 2022$1,921,000
+146.6%
18,757
+151.6%
0.25%
+144.7%
Q4 2021$779,000
+54.6%
7,455
+48.9%
0.10%
+41.1%
Q3 2021$504,000
+32.3%
5,006
+38.2%
0.07%
+58.7%
Q2 2021$381,000
+376.2%
3,623
+355.2%
0.05%
+253.8%
Q1 2021$80,000
+515.4%
796
+365.5%
0.01%
+333.3%
Q4 2020$13,0001710.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders