Newbridge Financial Services Group, Inc. - 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
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,368
+9.6%
430
+16.8%
0.02%
+11.8%
Q2 2023$34,997
+2.0%
368
+0.3%
0.02%
-5.6%
Q1 2023$34,302
+2.9%
367
+0.5%
0.02%
-5.3%
Q4 2022$33,347
-22.4%
365
-29.4%
0.02%
-24.0%
Q3 2022$43,000
+975.0%
517
+1420.6%
0.02%
+1150.0%
Q2 2021$4,000
-81.0%
34
-83.8%
0.00%
-86.7%
Q1 2021$21,000
+23.5%
210
+0.5%
0.02%
+7.1%
Q4 2020$17,000
+30.8%
209
+101.0%
0.01%
+7.7%
Q3 2020$13,0001040.01%
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