Moser Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - 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 Q3 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders