JANICZEK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 254 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders