Wealth Quarterback LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealth Quarterback LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,478,613
+1620.1%
38,989
+1660.2%
3.01%
+1691.1%
Q4 2022$202,233
-20.7%
2,215
-28.2%
0.17%
-38.0%
Q3 2022$255,000
-37.3%
3,087
-32.4%
0.27%
-14.5%
Q2 2022$407,000
-23.1%
4,567
-13.0%
0.32%
-9.7%
Q3 2021$529,000
-11.1%
5,250
-6.9%
0.35%
-3.0%
Q2 2021$595,000
-50.0%
5,641
-61.4%
0.36%
-63.4%
Q4 2020$1,189,000
+29.9%
14,619
+92.2%
0.99%
+17.9%
Q3 2020$915,0000.0%7,6060.0%0.84%0.0%
Q2 2020$915,000
-99.8%
7,606
+53.0%
0.84%
+79.3%
Q1 2020$509,142,000
+286.7%
4,971
+507.0%
0.47%
+310.5%
Q4 2019$131,657,000
+43066.2%
819
-72.5%
0.11%
-33.3%
Q1 1987$305,0002,9760.17%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders