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 ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders