Mattern Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mattern Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$8,715,000
+1.1%
86,572
-0.8%
2.93%
+6.7%
Q2 2021$8,619,000
-12.6%
87,283
-10.8%
2.75%
-20.9%
Q1 2021$9,857,000
+1945.0%
97,846
+3164.8%
3.47%
+1102.1%
Q4 2019$482,0002,9970.29%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders