Total Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 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 Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders