WJ Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 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
Q3 2022$633,000
+6.0%
25,251
+5.7%
0.40%
-6.4%
Q2 2022$597,000
-90.9%
23,888
-90.8%
0.42%
-90.2%
Q1 2022$6,529,000
+1492.4%
260,782
+1518.4%
4.34%
+240.5%
Q1 2021$410,000
-7.4%
16,114
-6.9%
1.28%
-7.5%
Q4 2020$443,000
-15.5%
17,314
-15.3%
1.38%
-18.8%
Q3 2020$524,000
-60.4%
20,439
-60.4%
1.70%
+82.9%
Q2 2020$1,323,000
+79.0%
51,580
+73.0%
0.93%
-65.2%
Q1 2020$739,000
-12.8%
29,815
-11.0%
2.66%
+24.7%
Q4 2019$847,00033,4952.14%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,295,239$33,184,0005.51%
MV CAPITAL MANAGEMENT, INC. 569,489$14,624,0003.44%
PFG Private Wealth Management, LLC 136,488$3,505,0003.30%
First Fiduciary Investment Counsel, Inc. 72,595$18,642,0003.27%
Day & Ennis, LLC 248,320$6,377,0003.15%
AlphaMark Advisors, LLC 265,510$6,818,0002.94%
RVW Wealth, LLC 623,715$16,017,0002.93%
Aptus Capital Advisors, LLC 1,675,920$42,942,0002.70%
Fragasso Financial Advisors Inc 582,420$14,951,0002.54%
Matthew Goff Investment Advisor, LLC 301,923$7,753,0002.54%
View complete list of ISHARES TR shareholders