DAVENPORT & Co LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,301
-0.9%
3,097
+5.6%
0.00%0.0%
Q2 2023$278,885
-3.8%
2,933
-5.3%
0.00%0.0%
Q1 2023$289,886
+4.3%
3,097
+1.7%
0.00%0.0%
Q4 2022$278,000
+11.2%
3,045
+0.5%
0.00%0.0%
Q3 2022$250,000
-12.6%
3,031
-5.5%
0.00%0.0%
Q2 2022$286,000
+4.0%
3,208
+19.3%
0.00%0.0%
Q1 2022$275,000
+16.5%
2,690
+19.3%
0.00%0.0%
Q4 2021$236,000
+16.3%
2,254
+65.1%
0.00%0.0%
Q3 2019$203,000
-11.4%
1,365
-11.2%
0.00%
-33.3%
Q2 2019$229,000
-100.0%
1,538
-81.8%
0.00%
-82.4%
Q1 2017$1,183,644,000
+96840.5%
8,454
-3.1%
0.02%
-5.6%
Q4 2016$1,221,0008,7240.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders