Alaska Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 108 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Alaska Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$232,964
-8.7%
4,190
-5.7%
0.04%
-7.5%
Q2 2023$255,161
+1.4%
4,443
-0.1%
0.04%
-4.8%
Q1 2023$251,623
+2.3%
4,448
-2.9%
0.04%
-4.5%
Q4 2022$245,862
+20.5%
4,581
+7.5%
0.04%
+10.0%
Q3 2022$204,000
-5.6%
4,261
+2.4%
0.04%
-7.0%
Q2 2022$216,000
-16.0%
4,162
-1.4%
0.04%
-8.5%
Q1 2022$257,000
-3.0%
4,220
+1.5%
0.05%0.0%
Q4 2021$265,000
-6.4%
4,157
-1.5%
0.05%
-13.0%
Q3 2021$283,000
-1.0%
4,222
-2.1%
0.05%
-3.6%
Q2 2021$286,000
-0.3%
4,3120.0%0.06%
-1.8%
Q1 2021$287,000
+3.6%
4,312
+0.3%
0.06%
+1.8%
Q4 2020$277,000
+12.6%
4,297
-1.6%
0.06%
+3.7%
Q3 2020$246,000
+7.9%
4,366
+0.9%
0.05%0.0%
Q2 2020$228,000
-19.7%
4,329
-11.1%
0.05%
+20.0%
Q4 2019$284,0000.0%4,870
-4.8%
0.04%
+50.0%
Q2 2019$284,0000.0%5,1140.0%0.03%0.0%
Q1 2019$284,000
+28.5%
5,114
+17.4%
0.03%
-56.5%
Q4 2018$221,0004,3570.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders