SAX WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,057,655
-9.4%
90,312
-3.4%
1.59%
-10.4%
Q2 2023$8,892,190
-4.5%
93,513
-6.0%
1.77%
-12.4%
Q1 2023$9,307,582
+1.6%
99,451
-0.9%
2.02%
-4.4%
Q4 2022$9,160,542
+10.5%
100,324
-0.2%
2.12%
-0.8%
Q3 2022$8,288,000
-10.0%
100,524
-2.9%
2.13%
-9.0%
Q2 2022$9,213,000
-16.1%
103,485
-3.5%
2.34%
-11.8%
Q1 2022$10,984,000
-34.5%
107,278
-33.1%
2.66%
-23.9%
Q4 2021$16,760,000
+5.6%
160,398
+1.7%
3.49%
-7.3%
Q3 2021$15,876,000
-3.5%
157,706
+1.1%
3.77%
-33.2%
Q2 2021$16,452,000
+4.2%
156,044
-0.4%
5.64%
-2.3%
Q1 2021$15,788,000
+29.9%
156,720
+4.8%
5.78%
+3.3%
Q4 2020$12,156,000149,4995.59%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders