Stephens Consulting, 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
Stephens Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,802
-7.5%
289
-1.4%
0.01%
-9.1%
Q2 2023$27,880
+2.0%
293
+0.3%
0.01%
-31.2%
Q1 2023$27,328
-6.2%
292
-8.5%
0.02%
-15.8%
Q4 2022$29,124
+11.0%
319
+0.3%
0.02%
-20.8%
Q3 2022$26,231
-6.9%
318
+0.6%
0.02%
+4.3%
Q2 2022$28,169
-2.3%
316
+12.1%
0.02%
-4.2%
Q1 2022$28,824
-1.7%
282
+0.4%
0.02%0.0%
Q4 2021$29,3352810.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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