Personal Wealth Partners - 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
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 Q2 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders