MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$401,438
-3.1%
5,557
+0.7%
0.02%
-6.2%
Q2 2023$414,075
+6.1%
5,521
+1.2%
0.02%0.0%
Q1 2023$390,159
+10.8%
5,456
+5.8%
0.02%
-5.9%
Q4 2022$352,223
+20.2%
5,157
+10.8%
0.02%
+6.2%
Q3 2022$293,000
+31.4%
4,656
+33.2%
0.02%
+33.3%
Q2 2022$223,000
-17.4%
3,4960.0%0.01%0.0%
Q1 2022$270,000
-9.4%
3,4960.0%0.01%
-7.7%
Q4 2021$298,000
+7.6%
3,4960.0%0.01%
-7.1%
Q3 2021$277,000
-2.1%
3,4960.0%0.01%
-6.7%
Q2 2021$283,000
-9.3%
3,496
-12.2%
0.02%
-16.7%
Q1 2021$312,000
+8.7%
3,9800.0%0.02%0.0%
Q4 2020$287,000
+20.6%
3,980
+300.0%
0.02%0.0%
Q3 2020$238,000
+0.4%
9950.0%0.02%
-21.7%
Q4 2019$237,0009950.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders