Newton One Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$581,722
-4.9%
5,980
+0.5%
0.25%
-6.7%
Q1 2024$611,524
+0.1%
5,951
+0.4%
0.27%
-4.3%
Q4 2023$611,199
+16.5%
5,930
+0.8%
0.28%
-10.2%
Q3 2023$524,802
-6.2%
5,8820.0%0.31%
-2.5%
Q2 2023$559,330
+2.0%
5,882
+0.4%
0.32%
-2.4%
Q1 2023$548,230
+2.9%
5,858
+0.4%
0.33%
-4.4%
Q4 2022$532,976
+10.8%
5,8370.0%0.34%
+0.6%
Q3 2022$481,000
-7.5%
5,8370.0%0.34%
-11.6%
Q2 2022$520,000
-13.0%
5,8370.0%0.39%
-11.2%
Q1 2022$598,000
-2.0%
5,8370.0%0.44%
+1.2%
Q4 2021$610,000
+3.7%
5,8370.0%0.43%
-1.6%
Q3 2021$588,000
-4.4%
5,8370.0%0.44%
-10.2%
Q2 2021$615,0005,8370.49%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders