Willow Creek Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Willow Creek Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$875,556
-6.2%
9,8130.0%0.13%
-1.5%
Q2 2023$933,161
+1.6%
9,8130.0%0.13%
-7.0%
Q1 2023$918,441
+102404.6%
9,8130.0%0.14%
-4.7%
Q4 2022$896
-99.9%
9,813
-1.0%
0.15%
-6.3%
Q3 2022$818,000
-7.4%
9,9170.0%0.16%
-3.0%
Q2 2022$883,000
-17.5%
9,917
-5.1%
0.16%
-23.7%
Q1 2022$1,070,000
-2.6%
10,449
-0.5%
0.22%
-5.3%
Q4 2021$1,098,000
+3.9%
10,5030.0%0.23%
-3.0%
Q3 2021$1,057,000
-8.4%
10,503
-4.1%
0.23%
-14.9%
Q2 2021$1,154,000
+4.4%
10,949
-0.2%
0.28%
-32.3%
Q1 2021$1,105,000
+21.7%
10,967
-1.8%
0.41%
+18.7%
Q4 2020$908,000
+32.7%
11,170
+100.0%
0.34%
+21.3%
Q3 2020$684,000
+0.4%
5,585
-1.3%
0.28%
-7.8%
Q2 2020$681,000
+20.3%
5,6610.0%0.31%
+7.4%
Q1 2020$566,000
-38.2%
5,661
-0.6%
0.28%
-31.8%
Q4 2019$916,000
+7.5%
5,696
+0.4%
0.42%
+5.8%
Q3 2019$852,000
+1.1%
5,6720.0%0.40%
-2.2%
Q2 2019$843,000
+0.7%
5,6720.0%0.40%
-4.3%
Q1 2019$837,000
+10.0%
5,672
-1.7%
0.42%
+4.2%
Q4 2018$761,000
-21.1%
5,769
-0.1%
0.40%
-24.7%
Q3 2018$964,000
+0.6%
5,776
-1.6%
0.54%
-0.2%
Q2 2018$958,000
+7.6%
5,867
-0.5%
0.54%
+13.0%
Q1 2018$890,0005,8970.48%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders