TOBIAS FINANCIAL ADVISORS, INC. - 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
TOBIAS FINANCIAL ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,179,935
-6.2%
13,2250.0%0.31%
-8.6%
Q2 2023$1,257,565
+1.6%
13,2250.0%0.34%
-6.6%
Q1 2023$1,237,728
+1.7%
13,225
-0.8%
0.36%
-9.2%
Q4 2022$1,217,528
+9.6%
13,334
-1.1%
0.40%
+2.0%
Q3 2022$1,111,000
-4.1%
13,476
+3.6%
0.39%
+0.8%
Q2 2022$1,158,000
-13.2%
13,002
-0.2%
0.39%
-15.4%
Q1 2022$1,334,000
-4.4%
13,024
-6.1%
0.46%
-11.9%
Q3 2021$1,396,000
-4.6%
13,869
-0.1%
0.52%
-10.0%
Q2 2021$1,464,000
+4.3%
13,889
-0.3%
0.58%
-2.5%
Q1 2021$1,403,000
+55.2%
13,925
+25.3%
0.60%
+44.1%
Q4 2020$904,000
+31.0%
11,114
+97.2%
0.41%
+9.3%
Q3 2020$690,000
-15.6%
5,635
-17.0%
0.38%
-21.2%
Q2 2020$818,000
-35.3%
6,793
-46.3%
0.48%
-47.5%
Q1 2020$1,265,000
-28.5%
12,658
+15.0%
0.92%
-19.2%
Q4 2019$1,769,00011,0071.13%
Other shareholders
ISHARES TR shareholders Q1 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