BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$757,106
-1.0%
8,090
-3.4%
0.76%
-4.6%
Q4 2022$764,668
-34.6%
8,374
-24.4%
0.80%
-20.9%
Q2 2021$1,169,000
+3.8%
11,084
-0.9%
1.01%
+0.4%
Q1 2021$1,126,000
+22.9%
11,180
-0.7%
1.00%
+16.2%
Q4 2020$916,000
-33.1%
11,261
-17.8%
0.86%
-36.3%
Q1 2020$1,369,000
+43.7%
13,701
+131.3%
1.36%
+52.5%
Q4 2019$953,0005,9240.89%
Other shareholders
ISHARES TR shareholders Q1 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