Peterson Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders