Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$288,000
-9.7%
3,490
-2.6%
0.13%
-1.5%
Q2 2022$319,000
-18.6%
3,585
-6.3%
0.13%0.0%
Q1 2022$392,000
-11.9%
3,828
-10.1%
0.13%0.0%
Q4 2021$445,000
-0.4%
4,257
-4.2%
0.13%
-10.3%
Q3 2021$447,000
-12.7%
4,444
-8.5%
0.15%
-11.0%
Q2 2021$512,000
+95.4%
4,858
+198.0%
0.16%
+10.8%
Q4 2019$262,000
+6.1%
1,630
-0.7%
0.15%
+0.7%
Q3 2019$247,0001,6420.15%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders