Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60
-6.2%
6740.0%0.01%0.0%
Q2 2023$64
+1.6%
6740.0%0.01%
-12.5%
Q1 2023$63
+1.6%
6740.0%0.01%
-11.1%
Q4 2022$62
-99.9%
6740.0%0.01%
+12.5%
Q3 2022$56,000
-94.9%
674
-94.5%
0.01%
-95.0%
Q2 2022$1,101,000
+1495.7%
12,361
+1734.0%
0.16%
+1677.8%
Q1 2022$69,000
-1.4%
6740.0%0.01%0.0%
Q4 2021$70,000
+2.9%
6740.0%0.01%
-10.0%
Q3 2021$68,000
-4.2%
6740.0%0.01%
-9.1%
Q2 2021$71,000
+4.4%
6740.0%0.01%
-8.3%
Q1 2021$68,000
+23.6%
6740.0%0.01%
+9.1%
Q4 2020$55,0006740.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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