Total Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 615 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$388,919
+1.9%
4,158
-0.6%
0.06%
-3.0%
Q1 2024$381,838
+12.3%
4,185
-2.5%
0.07%
+6.5%
Q4 2023$339,960
+9.8%
4,291
+0.1%
0.06%
-1.6%
Q3 2023$309,589
-10.1%
4,286
-6.6%
0.06%
-12.5%
Q2 2023$344,261
+2.8%
4,590
-2.0%
0.07%
-2.7%
Q1 2023$334,820
+4.1%
4,682
-0.5%
0.07%
-7.5%
Q4 2022$321,482
+4.4%
4,707
-3.6%
0.08%
-8.0%
Q3 2022$308,000
-1.0%
4,8830.0%0.09%
-3.3%
Q2 2022$311,000
-17.5%
4,883
+0.0%
0.09%
-11.8%
Q1 2022$377,000
+65.4%
4,881
+368.4%
0.10%
-27.7%
Q4 2021$228,000
-27.8%
1,042
-73.9%
0.14%
+22.6%
Q3 2021$316,000
-2.2%
3,9920.0%0.12%
-9.4%
Q2 2021$323,000
+3.2%
3,992
+0.1%
0.13%
-4.5%
Q1 2021$313,000
+8.7%
3,9900.0%0.13%0.0%
Q4 2020$288,000
+20.5%
3,990
+299.8%
0.13%
+7.3%
Q3 2020$239,000
+2.1%
998
-4.5%
0.12%
-4.6%
Q2 2020$234,000
-6.0%
1,045
+0.1%
0.13%
-2.3%
Q4 2019$249,000
+6.9%
1,044
+0.1%
0.13%
+0.8%
Q3 2019$233,000
-1.3%
1,0430.0%0.13%
-5.0%
Q2 2019$236,000
+3.5%
1,043
+0.1%
0.14%
-1.4%
Q1 2019$228,0001,0420.14%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders