Parcion Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$648,860
-3.7%
8,9820.0%0.07%
-1.5%
Q2 2023$673,650
+4.9%
8,9820.0%0.07%
+1.5%
Q1 2023$642,303
+4.7%
8,9820.0%0.07%0.0%
Q4 2022$613,471
+8.4%
8,9820.0%0.07%
+6.3%
Q3 2022$566,000
-7.5%
8,9820.0%0.06%
+5.0%
Q2 2022$612,000
-11.8%
8,9820.0%0.06%
-7.7%
Q1 2022$694,000
-79.9%
8,982
-79.1%
0.06%
-79.2%
Q4 2021$3,457,000
-51.4%
42,926
-50.4%
0.31%
-50.6%
Q3 2021$7,111,000
-0.1%
86,514
-1.7%
0.63%
-11.5%
Q2 2021$7,119,000
+3.3%
87,969
+0.0%
0.71%
-8.6%
Q1 2021$6,894,000
-0.0%
87,964
-7.9%
0.78%
-14.5%
Q4 2020$6,895,000
+11.8%
95,475
+277.1%
0.91%
-3.3%
Q3 2020$6,165,000
-0.8%
25,321
-7.5%
0.94%
-10.3%
Q2 2020$6,212,000
-53.8%
27,362
-63.7%
1.05%
-71.7%
Q1 2020$13,452,000
+27.4%
75,380
+69.9%
3.71%
+60.8%
Q4 2019$10,562,00044,3562.31%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders