Wealth Quarterback LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders