Annapolis Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 730 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Annapolis Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$443,746
-7.8%
4,562
-2.6%
0.14%
-9.4%
Q1 2024$481,534
-6.5%
4,686
-6.3%
0.16%
+23.3%
Q4 2023$515,247
+15.5%
4,9990.0%0.13%0.0%
Q3 2023$446,011
-10.8%
4,999
-5.0%
0.13%
-9.2%
Q2 2023$500,174
+1.6%
5,2600.0%0.14%
-4.7%
Q1 2023$492,284
+2.5%
5,2600.0%0.15%
-4.5%
Q4 2022$480,291
+4.2%
5,260
-5.9%
0.16%
-7.7%
Q3 2022$461,000
-4.6%
5,587
+2.9%
0.17%
-3.4%
Q2 2022$483,000
-13.0%
5,428
+0.1%
0.18%
-2.8%
Q1 2022$555,000
-2.5%
5,424
-0.4%
0.18%
+1.7%
Q4 2021$569,000
+4.6%
5,446
+0.8%
0.18%
-2.2%
Q3 2021$544,000
-4.6%
5,4020.0%0.18%
-5.2%
Q2 2021$570,000
+4.8%
5,4020.0%0.19%
-4.0%
Q1 2021$544,000
+23.9%
5,4020.0%0.20%
+16.4%
Q4 2020$439,0005,4020.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders