WJ Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WJ Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$286,548
-5.9%
4,2800.0%0.14%
-3.5%
Q2 2023$304,598
-35.4%
4,280
-48.3%
0.14%
-47.4%
Q4 2022$471,628
-14.4%
8,280
-12.7%
0.27%
-20.8%
Q3 2022$551,000
+2.4%
9,4800.0%0.35%
-9.4%
Q2 2022$538,000
-49.5%
9,480
-33.0%
0.38%
-46.1%
Q1 2022$1,066,000
-14.6%
14,150
-4.7%
0.71%
-5.0%
Q4 2021$1,248,000
+6.6%
14,850
-2.0%
0.75%
-4.2%
Q3 2021$1,171,000
-0.9%
15,155
-0.5%
0.78%
-78.7%
Q2 2021$1,182,000
+2.1%
15,230
-1.6%
3.66%
+1.7%
Q1 2021$1,158,000
+4.5%
15,470
-1.6%
3.60%
+4.5%
Q4 2020$1,108,000
+10.7%
15,720
+292.5%
3.45%
+6.3%
Q3 2020$1,001,000
-50.4%
4,005
-56.6%
3.24%
+128.8%
Q2 2020$2,020,000
+136.5%
9,236
+91.7%
1.42%
-53.9%
Q1 2020$854,000
-41.1%
4,818
-24.2%
3.08%
-15.8%
Q4 2019$1,450,0006,3533.66%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 28,209$5,143,0004.01%
Quantitative Advantage, LLC 65,897$12,014,0003.52%
Polaris Wealth Advisory Group, LLC 80,538$14,684,0001.20%
WESPAC Advisors, LLC 10,662$1,944,0001.19%
NAVELLIER & ASSOCIATES INC 39,100$7,129,0001.08%
Banco de Sabadell, S.A 39,488$7,193,0000.87%
Peachtree Investment Advisors, Inc. 5,382$981,0000.74%
WHITENER CAPITAL MANAGEMENT, INC. 4,455$812,0000.62%
Stillwater Capital Advisors, LLC 12,159$2,217,0000.53%
MITCHELL SINKLER & STARR/PA 2,440$445,0000.51%
View complete list of ISHARES TR shareholders