SageView Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
SageView Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$612,050
-61.4%
6,860
-58.9%
0.04%
-60.2%
Q2 2023$1,586,994
+168.9%
16,689
+164.7%
0.09%
+131.6%
Q1 2023$590,223
-18.5%
6,306
-20.5%
0.04%
-35.6%
Q4 2022$724,3367,9330.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders