Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$274,000
-9.3%
3,5400.0%0.12%
-4.0%
Q4 2021$302,000
+7.9%
3,5400.0%0.12%
+5.9%
Q3 2021$280,000
-2.1%
3,5400.0%0.12%
+2.6%
Q2 2021$286,000
+3.2%
3,5400.0%0.12%
-8.0%
Q1 2021$277,000
+8.2%
3,5400.0%0.12%
+4.2%
Q4 2020$256,000
+20.8%
3,540
+300.0%
0.12%
+8.1%
Q3 2020$212,000
-8.6%
885
-31.9%
0.11%
-20.1%
Q1 2020$232,000
-34.6%
1,300
-12.8%
0.14%
-9.2%
Q4 2019$355,000
+6.3%
1,4900.0%0.15%
-0.6%
Q3 2019$334,000
-0.9%
1,4900.0%0.15%
-4.3%
Q2 2019$337,000
+3.4%
1,4900.0%0.16%
-6.9%
Q1 2019$326,0001,4900.17%
Other shareholders
ISHARES TR shareholders Q1 2019
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