Grant/GrossMendelsohn, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

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 Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders