Total Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders