Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 812 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,483,182
+82.9%
8,8880.0%0.46%
+85.2%
Q1 2024$811,024
+14.8%
8,888
-0.3%
0.25%
+1.2%
Q4 2023$706,320
+10.0%
8,916
+0.3%
0.25%
+0.8%
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 2024
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,515,115$103,4829.66%
REFRAME WEALTH, LLC 302,999$20,694,8327.96%
Capital Directions Investment Advisors, LLC 302,999$20,694,8327.72%
Broadview Financial Management, LLC 109,868$7,504,0106.74%
Sterling Financial Planning, Inc. 136,466$9,320,6105.56%
Main Management LLC 699,990$47,8095.51%
Tanglewood Wealth Management, Inc. 472,286$32,257,1344.83%
Willis Johnson & Associates, Inc. 526,773$35,978,5934.69%
Hudson Capital Management LLC 171,612$11,721,1074.64%
JSF Financial, LLC 170,223$11,626,2274.34%
View complete list of ISHARES TR shareholders