Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$824,000
-1.9%
8,0430.0%0.36%
+3.7%
Q4 2021$840,000
-11.8%
8,043
-14.9%
0.35%
-13.5%
Q3 2021$952,000
-4.5%
9,4530.0%0.40%
-0.2%
Q2 2021$997,000
+2.2%
9,453
-2.4%
0.40%
-8.6%
Q1 2021$976,000
+13.2%
9,685
-8.6%
0.44%
+9.2%
Q4 2020$862,000
+20.7%
10,600
+81.7%
0.40%
+7.8%
Q3 2020$714,000
-8.9%
5,834
-10.4%
0.37%
-13.0%
Q2 2020$784,000
-0.9%
6,511
-17.7%
0.43%
-9.5%
Q1 2020$791,000
-59.4%
7,912
-34.6%
0.48%
-43.3%
Q4 2019$1,946,000
-17.3%
12,103
-22.7%
0.84%
-22.8%
Q3 2019$2,353,00015,6641.09%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders