Relaxing Retirement Coach - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Relaxing Retirement Coach ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$225,363
+1.6%
2,3700.0%0.07%
-8.1%
Q1 2023$221,808
+2.5%
2,3700.0%0.07%
-7.5%
Q4 2022$216,405
+2.6%
2,3700.0%0.08%
-24.5%
Q2 2022$211,000
-13.2%
2,3700.0%0.11%
-15.2%
Q1 2022$243,000
-2.0%
2,3700.0%0.12%
-12.6%
Q4 2021$248,000
+3.8%
2,3700.0%0.14%
-27.0%
Q3 2021$239,000
-4.4%
2,3700.0%0.20%
-8.0%
Q2 2021$250,000
+4.6%
2,3700.0%0.21%
-22.0%
Q1 2021$239,000
-17.6%
2,3700.0%0.27%
+115.0%
Q3 2020$290,0002,3700.13%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders