9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$351,527
-6.2%
3,9400.0%0.07%
-4.2%
Q2 2023$374,655
+0.1%
3,940
-1.5%
0.07%
-6.6%
Q1 2023$374,360
+0.4%
4,000
-2.1%
0.08%
-6.2%
Q4 2022$373,001
+7.2%
4,085
-3.1%
0.08%
-9.0%
Q3 2022$348,000
-11.2%
4,215
-4.4%
0.09%
-11.9%
Q2 2022$392,000
-13.1%
4,407
+0.1%
0.10%
-3.8%
Q1 2022$451,000
+0.7%
4,403
+2.7%
0.10%
+1.9%
Q4 2021$448,000
+30.6%
4,286
+25.8%
0.10%
+12.0%
Q3 2021$343,000
-4.5%
3,4080.0%0.09%
-5.2%
Q2 2021$359,000
+11.1%
3,408
+6.2%
0.10%0.0%
Q1 2021$323,000
+23.8%
3,2080.0%0.10%
+14.1%
Q4 2020$261,000
-7.4%
3,208
-27.9%
0.08%
-20.6%
Q3 2020$282,000
+5.6%
4,449
+100.2%
0.11%
-0.9%
Q2 2020$267,000
+10.3%
2,222
+0.1%
0.11%
+1.9%
Q1 2020$242,000
-32.0%
2,219
+0.1%
0.11%
-19.1%
Q4 2019$356,000
+30.9%
2,216
+22.3%
0.13%
-38.2%
Q3 2019$272,000
+1.1%
1,812
+0.2%
0.21%
-2.3%
Q2 2019$269,000
+0.7%
1,809
+0.1%
0.22%
-4.4%
Q1 2019$267,000
+12.2%
1,807
+0.1%
0.23%
-1.3%
Q4 2018$238,0001,8050.23%
Other shareholders
ISHARES TR shareholders Q3 2020
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