SAX WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 678 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
Q2 2024$7,931,125
-7.3%
81,537
-2.1%
0.76%
-24.4%
Q1 2024$8,556,899
-7.1%
83,271
-6.8%
1.00%
-33.4%
Q4 2023$9,206,956
+14.3%
89,327
-1.1%
1.50%
-5.4%
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 ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders