MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 782 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$532,449
-7.6%
6,043
-4.3%
0.01%
-6.7%
Q1 2024$576,427
+31.8%
6,317
+14.4%
0.02%
+7.1%
Q4 2023$437,295
+8.9%
5,520
-0.7%
0.01%
-6.7%
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 ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders