Parcion Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$223,827
-6.2%
2,5090.0%0.02%
-4.2%
Q2 2023$238,553
+1.6%
2,5090.0%0.02%
-4.0%
Q1 2023$234,790
+4.5%
2,509
+2.0%
0.02%
+4.2%
Q4 2022$224,714
-22.5%
2,461
-30.1%
0.02%
-25.0%
Q3 2022$290,000
-10.8%
3,5220.0%0.03%0.0%
Q2 2022$325,000
+28.5%
3,522
+42.7%
0.03%
+33.3%
Q1 2022$253,000
-5.6%
2,468
-2.0%
0.02%0.0%
Q4 2021$268,000
+28.8%
2,518
+25.9%
0.02%
+33.3%
Q3 2021$208,000
-29.5%
2,000
-28.6%
0.02%
-40.0%
Q2 2021$295,000
-14.0%
2,800
-41.7%
0.03%
-23.1%
Q1 2021$343,000
-6.5%
4,800
-62.5%
0.04%
-20.4%
Q4 2020$367,000
+2.2%
12,800
+222.0%
0.05%
-19.7%
Q2 2020$359,000
-5.0%
3,975
+5.1%
0.06%
-41.3%
Q1 2020$378,0003,7830.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders