Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 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 Q3 2021
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