Investment Research & Advisory Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$115,451
-6.2%
1,2940.0%0.07%
-7.0%
Q2 2023$123,046
+1.6%
1,2940.0%0.07%
-9.0%
Q1 2023$121,105
+2.5%
1,2940.0%0.08%0.0%
Q4 2022$118,155
+10.4%
1,2940.0%0.08%
-2.5%
Q3 2022$107,000
-7.0%
1,2940.0%0.08%
-3.6%
Q2 2022$115,000
-12.9%
1,2940.0%0.08%0.0%
Q1 2022$132,000
-2.2%
1,2940.0%0.08%
+1.2%
Q4 2021$135,000
+3.1%
1,2940.0%0.08%
-4.7%
Q3 2021$131,000
-3.7%
1,2940.0%0.09%
-4.4%
Q2 2021$136,000
+4.6%
1,2940.0%0.09%
-5.3%
Q1 2021$130,000
+23.8%
1,2940.0%0.10%
+21.8%
Q4 2020$105,000
+32.9%
1,294
+100.0%
0.08%
+18.2%
Q3 2020$79,000
+1.3%
6470.0%0.07%
-5.7%
Q2 2020$78,000
+20.0%
6470.0%0.07%
+16.7%
Q1 2020$65,000
-37.5%
6470.0%0.06%
-37.5%
Q4 2019$104,0006470.10%
Other shareholders
ISHARES TR shareholders Q2 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