Baron Financial Group, LLC - 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
Baron Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$712,000
-13.1%
80.0%0.00%
Q1 2022$819,000
-2.0%
80.0%0.00%
Q4 2021$836,000
+3.9%
80.0%0.00%
Q3 2021$805,000
-4.5%
80.0%0.00%
-100.0%
Q2 2021$843,000
+4.6%
80.0%0.00%0.0%
Q1 2021$806,000
+24.0%
80.0%0.00%0.0%
Q4 2020$650,000
+32.7%
8
+100.0%
0.00%
Q3 2020$490,00040.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders