Campion Asset Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 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
Campion Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,426,895
-6.0%
15,993
+0.2%
1.32%
-2.7%
Q2 2023$1,517,636
+3.4%
15,960
+1.7%
1.35%
-2.3%
Q1 2023$1,468,427
+11.0%
15,690
+8.3%
1.39%
+6.6%
Q4 2022$1,323,265
+19.0%
14,492
+7.4%
1.30%
+10.6%
Q3 2022$1,112,000
+2.8%
13,492
+11.0%
1.18%
+9.9%
Q2 2022$1,082,000
-4.8%
12,157
+9.6%
1.07%
+10.5%
Q1 2022$1,136,000
+22.7%
11,097
+25.2%
0.97%
+25.9%
Q4 2021$926,000
+16.0%
8,865
+11.9%
0.77%
+7.9%
Q3 2021$798,000
+28.9%
7,925
+35.0%
0.71%
+38.5%
Q2 2021$619,000
+42.3%
5,870
+35.9%
0.51%
+56.2%
Q1 2021$435,0004,3200.33%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders