WINTRUST INVESTMENTS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WINTRUST INVESTMENTS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,162
-9.2%
24,237
-3.2%
0.23%
-5.4%
Q2 2023$2,381
+1.4%
25,037
-0.3%
0.24%
-20.3%
Q1 2023$2,349
+7.6%
25,102
+5.0%
0.30%
+5.3%
Q4 2022$2,183
-99.9%
23,912
+2.6%
0.28%
+18.3%
Q3 2022$1,922,000
-4.9%
23,312
+2.8%
0.24%
-0.4%
Q2 2022$2,020,000
+4.3%
22,686
+19.9%
0.24%
+30.1%
Q1 2022$1,937,000
-8.6%
18,921
-6.8%
0.19%
-7.5%
Q4 2021$2,120,000
+2.8%
20,291
-1.0%
0.20%
-28.0%
Q3 2021$2,063,000
-12.4%
20,491
-8.3%
0.28%
+15.3%
Q2 2021$2,355,000
-15.4%
22,340
-19.2%
0.24%
-16.0%
Q1 2021$2,784,000
+78.5%
27,640
+116.9%
0.29%
+34.6%
Q3 2020$1,560,000
+27.1%
12,745
+25.0%
0.21%
+24.4%
Q2 2020$1,227,00010,1950.17%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders