Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$20,000
+11.1%
2560.0%0.00%
+33.3%
Q4 2020$18,000
+20.0%
256
+300.0%
0.00%0.0%
Q3 2020$15,000
+7.1%
640.0%0.00%0.0%
Q2 2020$14,000
+27.3%
640.0%0.00%0.0%
Q1 2020$11,000
-26.7%
640.0%0.00%0.0%
Q4 2019$15,000
+7.1%
640.0%0.00%0.0%
Q3 2019$14,0000.0%640.0%0.00%
-25.0%
Q2 2019$14,0000.0%640.0%0.00%0.0%
Q1 2019$14,000
+16.7%
640.0%0.00%0.0%
Q4 2018$12,000
-20.0%
640.0%0.00%
-20.0%
Q3 2018$15,000640.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders