JANICZEK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$559
-8.1%
70.0%0.00%
Q2 2023$608
+21.6%
70.0%0.00%
Q1 2023$500
+6.6%
70.0%0.00%
Q4 2022$46970.0%0.00%
Q3 2022$070.0%0.00%
Q2 2022$0
-100.0%
7
-93.5%
0.00%
-100.0%
Q1 2022$6,000
-33.3%
1070.0%0.00%
-33.3%
Q4 2021$9,000
+28.6%
1070.0%0.00%
+50.0%
Q3 2021$7,0000.0%107
+7.0%
0.00%
-33.3%
Q2 2021$7,0000.0%1000.0%0.00%0.0%
Q1 2021$7,000
+16.7%
1000.0%0.00%0.0%
Q4 2020$6,0000.0%1000.0%0.00%0.0%
Q3 2020$6,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 48,865$2,961,4382.65%
Migdal Insurance & Financial Holdings Ltd. 1,805,735$109,4372.44%
Capital Asset Advisory Services LLC 410,414$25,005,2972.00%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,948,0171.84%
Heritage Wealth Partners, LLC 27,353$1,642,0001.51%
EMG Holdings, L.P. 150,000$9,090,7501.40%
PINNBROOK CAPITAL MANAGEMENT LP 29,594$1,793,5441.15%
Beaumont Capital Management, LLC 15,266$925,2100.65%
SCOPUS ASSET MANAGEMENT, L.P. 342,950$20,784,4850.56%
PEDDOCK CAPITAL ADVISORS, LLC 22,840$1,384,1910.54%
View complete list of ISHARES TR shareholders