Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 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 Q3 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