RKL Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$876,252
-11.7%
12,130
-8.4%
0.11%
-8.5%
Q2 2023$992,830
+2.9%
13,238
-1.9%
0.12%
-4.1%
Q1 2023$964,613
+4.9%
13,489
+0.2%
0.12%
-0.8%
Q4 2022$919,288
+8.9%
13,459
+0.5%
0.12%
+0.8%
Q3 2022$844,000
-1.9%
13,388
-0.8%
0.12%
+3.4%
Q2 2022$860,000
-29.7%
13,495
-14.7%
0.12%
-19.7%
Q1 2022$1,223,000
-6.3%
15,822
+3.4%
0.15%
-5.2%
Q4 2021$1,305,000
+7.9%
15,301
+0.3%
0.16%
+0.6%
Q3 2021$1,209,000
+3.6%
15,260
+5.9%
0.15%
+4.8%
Q2 2021$1,167,000
+6.7%
14,414
+3.2%
0.15%0.0%
Q1 2021$1,094,000
+12.0%
13,962
+3.2%
0.15%
+8.1%
Q4 2020$977,000
+74.5%
13,523
+477.9%
0.14%
+52.8%
Q3 2020$560,000
+7.1%
2,340
+0.1%
0.09%
-1.1%
Q2 2020$523,0002,3370.09%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders