Grant/GrossMendelsohn, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Grant/GrossMendelsohn, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$203,000
-11.7%
2,230
-0.7%
0.11%
-4.3%
Q1 2022$230,000
-3.0%
2,2450.0%0.12%
-38.8%
Q4 2021$237,000
-2.5%
2,245
-2.2%
0.19%
-2.6%
Q3 2021$243,000
-91.3%
2,295
-91.9%
0.19%
-91.9%
Q2 2021$2,806,000
-8.2%
28,422
-4.7%
2.38%
-2.3%
Q1 2021$3,055,00029,8292.44%
Other shareholders
ISHARES TR shareholders Q4 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