Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 528 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

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 Q3 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders