WJ Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WJ Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$8,634,378
+26.7%
42,580
+12.3%
5.01%
+17.3%
Q3 2022$6,814,000
+38.4%
37,933
+50.6%
4.27%
+22.2%
Q2 2022$4,922,00025,1953.50%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 112,745$11,826,0003.05%
Fernwood Investment Management, LLC 33,262$3,489,0002.74%
Stillwater Capital Advisors, LLC 31,166$3,269,0000.95%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10,362$1,087,0000.53%
Madden Advisory Services, Inc. 6,580$690,0000.41%
COMERICA SECURITIES INC 7,667$804,0000.35%
RiverFront Investment Group, LLC 96,919$10,166,0000.28%
Peachtree Investment Advisors, Inc. 3,360$352,0000.26%
AMERICAFIRST CAPITAL MANAGEMENT, LLC 4,218$442,299,0000.24%
COOKSON PEIRCE & CO INC 13,180$1,382,0000.23%
View complete list of ISHARES TR shareholders