BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

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 Q2 2023
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