UMB Bank, n.a. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
UMB Bank, n.a. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,029,086
-1.7%
45,159
+4.7%
0.06%
+4.8%
Q2 2023$4,099,520
-0.5%
43,112
-2.1%
0.06%
-6.1%
Q1 2023$4,120,112
+95560.8%
44,023
-6.7%
0.07%
-2.9%
Q4 2022$4,307
-99.9%
47,171
-12.2%
0.07%
-9.3%
Q3 2022$4,431,000
-30.5%
53,741
-25.0%
0.08%
-24.2%
Q2 2022$6,377,000
-14.9%
71,628
-2.1%
0.10%0.0%
Q1 2022$7,494,000
-2.2%
73,189
-0.2%
0.10%
+2.1%
Q4 2021$7,662,000
-0.6%
73,330
-4.3%
0.10%
-43.9%
Q3 2021$7,712,000
-11.7%
76,607
-7.5%
0.17%
-13.5%
Q2 2021$8,729,000
-7.2%
82,795
-11.3%
0.20%
-13.0%
Q1 2021$9,404,000
+45.0%
93,349
+17.0%
0.23%
+31.4%
Q4 2020$6,486,000
+1.0%
79,770
+49.6%
0.18%
-12.1%
Q3 2020$6,420,0000.0%53,3360.0%0.20%0.0%
Q2 2020$6,420,000
+10.5%
53,336
-8.2%
0.20%
-4.3%
Q1 2020$5,808,000
-37.3%
58,114
+0.9%
0.21%
-18.4%
Q4 2019$9,257,000
+12.6%
57,574
+5.1%
0.26%
+29.4%
Q3 2019$8,224,000
+2.7%
54,755
+1.6%
0.20%0.0%
Q2 2019$8,008,000
-4.6%
53,878
-5.3%
0.20%
-23.0%
Q1 2019$8,394,000
+7.9%
56,896
-3.6%
0.26%
+7.6%
Q4 2018$7,783,000
-3.3%
59,026
+22.4%
0.24%
-0.4%
Q3 2018$8,050,000
+1.6%
48,226
-0.6%
0.24%
-4.8%
Q2 2018$7,920,000
+7.7%
48,506
-0.5%
0.25%
+5.5%
Q1 2018$7,356,000
-3.2%
48,769
-1.5%
0.24%
-4.0%
Q4 2017$7,602,000
+3.6%
49,505
+0.0%
0.25%
-1.6%
Q3 2017$7,340,000
+5.4%
49,492
-0.6%
0.25%
+3.3%
Q2 2017$6,962,000
+3.4%
49,796
+2.5%
0.24%
+3.4%
Q1 2017$6,735,000
+6.9%
48,577
+8.0%
0.24%
+1.7%
Q4 2016$6,298,000
+20.5%
44,984
+7.4%
0.23%
+10.0%
Q3 2016$5,225,000
+23.2%
41,867
+15.3%
0.21%
+18.5%
Q2 2016$4,242,000
+12.0%
36,307
+8.6%
0.18%
+10.6%
Q1 2016$3,787,000
+95.1%
33,424
+86.3%
0.16%
+89.4%
Q4 2015$1,941,00017,9430.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders