Kerntke Otto McGlone Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kerntke Otto McGlone Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$406,000
-10.4%
3,848
-14.3%
0.16%
-31.9%
Q1 2021$453,000
+25.1%
4,492
+0.8%
0.24%
+11.2%
Q4 2020$362,000
+34.6%
4,458
+103.3%
0.21%
+8.6%
Q3 2020$269,000
+1.9%
2,1930.0%0.20%
-18.3%
Q2 2020$264,000
+20.5%
2,1930.0%0.24%
-1.6%
Q1 2020$219,000
-22.6%
2,193
+24.5%
0.24%
+2.5%
Q4 2019$283,0001,7610.24%
Other shareholders
ISHARES TR shareholders Q3 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