CM WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
CM WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$228,971
-13.7%
2,517
-5.2%
0.09%
+1.1%
Q2 2023$265,438
+15.5%
2,655
+5.5%
0.09%
-25.6%
Q4 2022$229,827
+4.2%
2,517
-5.9%
0.12%
-4.1%
Q3 2022$220,636
-7.4%
2,6760.0%0.12%
-16.4%
Q2 2022$238,2442,6760.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders