VAUGHAN & Co SECURITIES, INC. - 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
VAUGHAN & Co SECURITIES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$783,441
-6.2%
8,7810.0%0.58%
-2.0%
Q2 2023$834,985
+2.6%
8,781
+1.0%
0.59%
-1.7%
Q1 2023$813,578
+2.0%
8,693
-0.5%
0.60%
-5.0%
Q4 2022$797,684
+10.8%
8,7360.0%0.64%
+2.4%
Q3 2022$720,000
-7.5%
8,7360.0%0.62%
-0.3%
Q2 2022$778,000
-13.0%
8,7360.0%0.62%
+0.8%
Q1 2022$894,000
-3.5%
8,736
-1.4%
0.62%
-1.6%
Q4 2021$926,000
+3.8%
8,8580.0%0.63%
-5.8%
Q3 2021$892,000
-7.1%
8,858
-2.7%
0.67%
-5.9%
Q2 2021$960,000
-0.5%
9,106
-4.9%
0.71%
-8.9%
Q1 2021$965,000
+23.9%
9,5780.0%0.78%
+12.6%
Q4 2020$779,000
+32.9%
9,578
+100.0%
0.69%
+12.9%
Q3 2020$586,000
-6.4%
4,789
-7.9%
0.61%
-11.2%
Q2 2020$626,000
-99.9%
5,2000.0%0.69%
+4.4%
Q1 2020$519,688,000
-37.8%
5,2000.0%0.66%
-12.5%
Q4 2019$836,160,0005,2000.75%
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