Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$642,065
-3.7%
8,8880.0%0.24%
-2.8%
Q2 2023$666,595
+4.9%
8,8880.0%0.25%
-11.0%
Q1 2023$635,577
+4.7%
8,8880.0%0.28%
-1.7%
Q4 2022$607,046
-45.7%
8,888
-49.9%
0.29%
-42.5%
Q3 2022$1,117,000
-2.4%
17,735
-1.3%
0.50%
+7.1%
Q2 2022$1,145,000
-20.2%
17,962
-3.3%
0.47%
-2.5%
Q1 2022$1,435,000
-9.7%
18,584
-0.3%
0.48%
+2.8%
Q4 2021$1,590,000
+5.0%
18,648
-2.6%
0.47%
-5.7%
Q3 2021$1,515,000
-7.7%
19,136
-5.7%
0.50%
-5.7%
Q2 2021$1,642,000
-21.4%
20,290
-23.9%
0.52%
-27.7%
Q1 2021$2,090,000
+7.1%
26,667
-1.3%
0.73%
+2.3%
Q4 2020$1,951,000
+17.1%
27,017
+287.9%
0.71%
+7.3%
Q3 2020$1,666,000
+0.2%
6,965
-6.2%
0.66%
-6.1%
Q2 2020$1,663,000
+21.4%
7,424
-3.3%
0.70%
-8.9%
Q1 2020$1,370,000
-29.2%
7,676
-5.5%
0.77%
-29.0%
Q4 2019$1,935,000
+6.4%
8,124
-0.0%
1.09%
+0.6%
Q3 2019$1,819,000
-9.9%
8,126
-8.9%
1.08%
-18.5%
Q2 2019$2,018,000
+73.1%
8,922
+67.8%
1.33%
+38.4%
Q1 2019$1,166,000
-32.8%
5,318
+485.7%
0.96%
+21.5%
Q4 2018$1,735,0009080.79%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders