Wealth Quarterback LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 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 Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders