WJ Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
WJ Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$631,332
+10.6%
1,850
+12.1%
0.31%
+13.7%
Q2 2023$570,754
+144.9%
1,650
+115.7%
0.27%
+70.9%
Q1 2023$233,096
-48.8%
765
-57.0%
0.16%
-40.2%
Q4 2022$455,414
+2.1%
1,7800.0%0.26%
-5.7%
Q3 2022$446,000
-7.1%
1,7800.0%0.28%
-17.9%
Q2 2022$480,000
+56.9%
1,780
+100.0%
0.34%
+68.0%
Q1 2022$306,000
-13.8%
8900.0%0.20%
-4.2%
Q4 2021$355,000
-0.3%
8900.0%0.21%
-10.5%
Q3 2021$356,000
+2.6%
8900.0%0.24%
-78.0%
Q2 2021$347,000
+4.2%
890
-8.7%
1.08%
+3.8%
Q1 2021$333,000
-13.7%
975
-10.6%
1.04%
-13.7%
Q4 2020$386,000
+8.7%
1,090
-4.4%
1.20%
+4.4%
Q3 2020$355,000
-56.9%
1,140
-60.8%
1.15%
+99.0%
Q2 2020$824,000
+169.3%
2,910
+100.0%
0.58%
-47.6%
Q1 2020$306,000
-29.0%
1,455
-21.4%
1.10%
+1.5%
Q4 2019$431,0001,8501.09%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders