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

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 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 Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders