Center for Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$513,640
-6.2%
5,7570.0%0.11%
-3.5%
Q2 2023$547,434
+1.6%
5,7570.0%0.12%
-7.3%
Q1 2023$538,798
+2.5%
5,7570.0%0.12%
-3.1%
Q4 2022$525,672
-0.6%
5,757
-10.2%
0.13%
-9.2%
Q3 2022$529,000
-0.6%
6,412
+7.3%
0.14%
+4.4%
Q2 2022$532,000
-13.1%
5,9770.0%0.14%
+8.0%
Q1 2022$612,000
-2.1%
5,9770.0%0.12%
-2.3%
Q4 2021$625,000
+3.0%
5,977
-0.9%
0.13%
-13.5%
Q3 2021$607,000
-4.6%
6,0320.0%0.15%
-5.7%
Q2 2021$636,000
+0.2%
6,032
-4.3%
0.16%
-5.4%
Q1 2021$635,000
+23.8%
6,3060.0%0.17%
+14.5%
Q4 2020$513,000
+32.9%
6,306
+100.0%
0.14%
+16.9%
Q3 2020$386,000
+1.6%
3,1530.0%0.12%
-6.8%
Q2 2020$380,000
-53.8%
3,153
-61.7%
0.13%
-52.2%
Q1 2020$823,0008,2320.28%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders