Stephens Consulting, 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
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 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