Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$61,363
-34.0%
655
-35.7%
0.02%
-37.0%
Q4 2022$92,966
+89.7%
1,018
+68.3%
0.03%
+68.8%
Q3 2022$49,000
-23.4%
605
-16.1%
0.02%
-23.8%
Q2 2022$64,000
-12.3%
721
+1.1%
0.02%
-4.5%
Q1 2022$73,000
+5.8%
713
+6.6%
0.02%
+4.8%
Q4 2021$69,000
+1.5%
6690.0%0.02%
-8.7%
Q3 2021$68,000
-8.1%
669
-5.1%
0.02%
-11.5%
Q2 2021$74,000
+17.5%
705
+12.6%
0.03%
+4.0%
Q1 2021$63,000
+57.5%
626
+25.5%
0.02%
+38.9%
Q4 2020$40,0004990.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders