Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,610
-25.0%
231
-20.1%
0.01%
-18.2%
Q2 2023$27,481
+232.6%
289
+221.1%
0.01%
+175.0%
Q1 2023$8,262
-60.8%
90
-61.0%
0.00%
-60.0%
Q4 2022$21,093
+11.0%
2310.0%0.01%0.0%
Q3 2022$19,000
-29.6%
231
-25.0%
0.01%
-28.6%
Q2 2022$27,000
+12.5%
308
+33.3%
0.01%
+27.3%
Q1 2022$24,000
+9.1%
231
+7.4%
0.01%
+22.2%
Q4 2021$22,000
+46.7%
215
+40.5%
0.01%
+28.6%
Q3 2021$15,0000.0%1530.0%0.01%0.0%
Q2 2021$15,000
+114.3%
153
+118.6%
0.01%
+133.3%
Q1 2021$7,000
+16.7%
700.0%0.00%0.0%
Q4 2020$6,000
+20.0%
70
+100.0%
0.00%0.0%
Q3 2020$5,000350.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders