Peterson Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Peterson Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$500,089
-3.5%
6,923
+0.3%
0.13%
-2.2%
Q2 2023$518,436
+3.8%
6,900
-1.2%
0.14%
-0.7%
Q1 2023$499,614
+4.5%
6,987
-0.2%
0.14%
-4.2%
Q4 2022$477,945
+8.1%
6,998
-0.2%
0.14%
-2.7%
Q3 2022$442,0000.0%7,009
+1.0%
0.15%
+1.4%
Q2 2022$442,000
-18.9%
6,941
-1.5%
0.15%
-9.3%
Q1 2022$545,000
-6.0%
7,049
+3.5%
0.16%
-3.6%
Q4 2021$580,000
+7.8%
6,808
+0.2%
0.17%
-6.2%
Q3 2021$538,000
-2.2%
6,795
-0.1%
0.18%
-8.7%
Q2 2021$550,000
+3.4%
6,799
+0.1%
0.20%
-10.1%
Q1 2021$532,000
+0.6%
6,790
-7.3%
0.22%
-6.9%
Q4 2020$529,000
+20.8%
7,322
+299.7%
0.23%
+4.0%
Q3 2020$438,000
+6.6%
1,832
-0.1%
0.22%
+2.3%
Q2 2020$411,000
+58.7%
1,834
+26.1%
0.22%
+30.4%
Q1 2020$259,000
-33.2%
1,454
-10.7%
0.17%
-24.3%
Q4 2019$388,000
+6.6%
1,629
+0.3%
0.22%
-0.4%
Q3 2019$364,000
-0.5%
1,624
+0.3%
0.22%
-3.9%
Q2 2019$366,000
+0.5%
1,619
+0.2%
0.23%
-4.5%
Q1 2019$364,000
+18.2%
1,615
+0.3%
0.24%
-0.4%
Q4 2018$308,000
-17.4%
1,610
+0.5%
0.24%
-10.3%
Q3 2018$373,000
-1.3%
1,602
-4.6%
0.27%
-11.1%
Q2 2018$378,000
+1.9%
1,680
-1.2%
0.31%0.0%
Q1 2018$371,000
+83.7%
1,700
+81.2%
0.31%
+67.2%
Q4 2017$202,0009380.18%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders