REGATTA CAPITAL GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
REGATTA CAPITAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$237,664
-89.2%
2,499
-89.6%
0.08%
-90.4%
Q1 2023$2,199,979
-0.0%
24,0940.0%0.78%0.0%
Q4 2022$2,199,980
-2.1%
24,094
-4.6%
0.78%
-14.8%
Q3 2022$2,248,000
+1.7%
25,254
+1.7%
0.92%
-12.8%
Q2 2022$2,211,000
-10.7%
24,837
+2.8%
1.05%
+23.4%
Q1 2022$2,475,000
+3.4%
24,172
+5.5%
0.85%
+2.0%
Q4 2021$2,394,00022,9070.84%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders