PFS INVESTMENTS INC. - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PFS INVESTMENTS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$422,000
-10.2%
6,157
-3.3%
0.01%
-15.4%
Q4 2020$470,000
-3.1%
6,364
-0.9%
0.01%
-18.8%
Q3 2020$485,000
-11.5%
6,424
-12.1%
0.02%
-20.0%
Q2 2020$548,000
+8.5%
7,305
+3.1%
0.02%
-9.1%
Q1 2020$505,000
-8.3%
7,084
-12.5%
0.02%
+4.8%
Q4 2019$551,000
+14.6%
8,095
+16.8%
0.02%0.0%
Q3 2019$481,000
+17.3%
6,928
+11.2%
0.02%
+10.5%
Q2 2019$410,000
+13.9%
6,230
+8.4%
0.02%
+5.6%
Q1 2019$360,000
+25.0%
5,749
+18.9%
0.02%0.0%
Q4 2018$288,000
+7.5%
4,836
+7.9%
0.02%
-5.3%
Q3 2018$268,0004,4810.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 438,771$27,485,0000.98%
MKD WEALTH COACHES, LLC 8,298$520,0000.52%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 598,921$37,516,0000.26%
COMERICA SECURITIES,INC. 35,185$2,204,0000.25%
Capital Wealth Planning, LLC 2,025$221,0000.14%
Fulcrum Equity Management 5,887$369,0000.13%
WRAPMANAGER INC 5,119$321,0000.11%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 136,008$8,520,0000.07%
KEYBANK NATIONAL ASSOCIATION/OH 186,223$11,665,0000.07%
ENVESTNET ASSET MANAGEMENT INC 703,685$44,079,0000.06%
View complete list of ISHARES TR shareholders