Confluence Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Confluence Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$250,278
-4.3%
2,805
+2.0%
0.05%
-10.9%
Q2 2023$261,419
+1.7%
2,749
+0.0%
0.06%
-8.3%
Q1 2023$257,159
+2.5%
2,748
+0.1%
0.06%
-7.7%
Q4 2022$250,780
+85.8%
2,746
+111.4%
0.06%
+47.7%
Q4 2021$135,0001,2990.04%
Other shareholders
ISHARES TR shareholders Q4 2023
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