Mine & Arao Wealth Creation & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$469,745
-3.7%
6,5030.0%0.29%
+0.4%
Q2 2023$487,692
+1.7%
6,503
-3.0%
0.28%
-7.5%
Q1 2023$479,475
+4.9%
6,705
+0.2%
0.31%
-8.9%
Q4 2022$457,208
+8.9%
6,694
+0.4%
0.34%
+9.4%
Q3 2022$420,000
-1.2%
6,6680.0%0.31%
+3.3%
Q2 2022$425,000
-17.5%
6,668
+0.1%
0.30%
-1.0%
Q1 2022$515,000
-9.2%
6,659
+0.1%
0.30%
-3.5%
Q4 2021$567,000
+9.5%
6,652
+1.7%
0.31%
+1.0%
Q3 2021$518,000
-2.3%
6,5430.0%0.31%
-3.1%
Q2 2021$530,000
+3.3%
6,543
+0.0%
0.32%
-6.4%
Q1 2021$513,000
+13.7%
6,540
+4.8%
0.34%
+5.6%
Q4 2020$451,000
+20.9%
6,240
+300.0%
0.32%
+5.5%
Q3 2020$373,0001,5600.31%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders