JANICZEK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 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 Q3 2023
NameSharesValueWeighting ↓
Main Management Fund Advisors LLC 117,200$6,153,0004.35%
COTTONWOOD CAPITAL ADVISORS, LLC 50,972$2,676,0002.42%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,657,0001.48%
Gerber Kawasaki Wealth & Investment Management 228,830$12,013,0001.14%
Capital Asset Advisory Services LLC 182,952$9,605,0001.06%
Main Management LLC 135,812$7,130,0000.85%
Carl P. Sherr & Co., LLC 14,666$770,0000.58%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,125$584,0000.48%
X-Square Capital, LLC 15,226$799,0000.48%
PEDDOCK CAPITAL ADVISORS, LLC 23,389$1,228,0000.48%
View complete list of ISHARES TR shareholders