Moser Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 561 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Moser Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,682
-3.7%
8400.0%0.04%
+2.4%
Q2 2023$63,000
+9.8%
8400.0%0.04%
-2.3%
Q4 2022$57,372
+8.2%
8400.0%0.04%
+4.9%
Q3 2022$53,000
-1.9%
8400.0%0.04%
+2.5%
Q2 2022$54,000
-16.9%
8400.0%0.04%
-2.4%
Q1 2022$65,000
-9.7%
8400.0%0.04%
-6.8%
Q4 2021$72,000
+7.5%
8400.0%0.04%
+2.3%
Q3 2021$67,000
-1.5%
8400.0%0.04%
-2.3%
Q2 2021$68,000
+3.0%
8400.0%0.04%
-4.3%
Q1 2021$66,000
+8.2%
8400.0%0.05%
+2.2%
Q4 2020$61,000
+22.0%
840
+300.0%
0.04%
+12.5%
Q3 2020$50,000
+6.4%
2100.0%0.04%
-11.1%
Q2 2020$47,000
+27.0%
2100.0%0.04%
+4.7%
Q1 2020$37,000
-26.0%
2100.0%0.04%
-10.4%
Q4 2019$50,0002100.05%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders