TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$82,261
-6.2%
9220.0%0.04%
-2.4%
Q2 2023$87,673
+1.6%
9220.0%0.04%
-6.7%
Q1 2023$86,290
+2.5%
9220.0%0.04%
+7.1%
Q4 2022$84,188
+10.8%
9220.0%0.04%
-2.3%
Q3 2022$76,000
-7.3%
9220.0%0.04%
+2.4%
Q2 2022$82,000
-12.8%
9220.0%0.04%
-8.7%
Q1 2022$94,000
-2.1%
9220.0%0.05%0.0%
Q4 2021$96,000
+3.2%
9220.0%0.05%
-6.1%
Q3 2021$93,000
+4550.0%
922
+4090.9%
0.05%
+4800.0%
Q2 2021$2,0000.0%220.0%0.00%0.0%
Q1 2021$2,0000.0%220.0%0.00%0.0%
Q4 2020$2,000
-66.7%
22
-64.5%
0.00%
-83.3%
Q1 2020$6,000620.01%
Other shareholders
ISHARES TR shareholders Q2 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