MEANS INVESTMENT CO., INC. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 492 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
MEANS INVESTMENT CO., INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$317,223
-1.7%
3,556
+4.7%
0.05%
+2.0%
Q2 2023$322,789
+1.8%
3,395
+0.2%
0.05%
-8.9%
Q1 2023$317,122
+0.4%
3,388
-2.1%
0.06%
-11.1%
Q4 2022$316,003
+10.9%
3,461
+0.1%
0.06%
+1.6%
Q3 2022$285,000
-7.2%
3,456
+0.3%
0.06%
-4.6%
Q2 2022$307,000
-12.8%
3,447
+0.1%
0.06%
+1.6%
Q1 2022$352,000
-1.9%
3,443
+0.1%
0.06%
+1.6%
Q4 2021$359,000
+6.5%
3,438
+2.8%
0.06%
-6.0%
Q3 2021$337,000
-10.1%
3,343
-6.0%
0.07%
-10.7%
Q2 2021$375,000
+4.7%
3,556
+0.1%
0.08%
-7.4%
Q1 2021$358,000
+8.2%
3,552
+0.1%
0.08%
+8.0%
Q4 2020$331,000
+40.9%
3,5470.0%0.08%
+15.4%
Q3 2020$235,000
-22.4%
3,547
+56.3%
0.06%
-31.6%
Q2 2020$303,000
+31.7%
2,269
+0.1%
0.10%
+6.7%
Q1 2020$230,000
-37.0%
2,266
+0.2%
0.09%
-27.0%
Q4 2019$365,000
+2.8%
2,261
+0.2%
0.12%
-9.0%
Q3 2019$355,000
-15.1%
2,256
-20.4%
0.13%
-21.6%
Q2 2019$418,000
-2.3%
2,834
-2.3%
0.17%
-9.0%
Q1 2019$428,000
+32.5%
2,902
+18.6%
0.19%
+5.0%
Q4 2018$323,0002,4470.18%
Other shareholders
ISHARES TR shareholders Q3 2019
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