CGC Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 743 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
CGC Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$239,771
-54.1%
2,465
-51.6%
0.10%
-62.0%
Q1 2024$522,843
+6.7%
5,088
+7.0%
0.27%
+21.8%
Q4 2023$489,995
+24.1%
4,754
+7.5%
0.22%
-18.5%
Q3 2023$394,709
-3.8%
4,424
+2.6%
0.28%
+3.4%
Q2 2023$410,1234,3130.27%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders