CAROLINAS WEALTH CONSULTING LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,010
-11.8%
419
+0.2%
0.01%
+12.5%
Q2 2023$39,713
-2.1%
418
-3.7%
0.01%
-11.1%
Q1 2023$40,584
+2.7%
434
+0.2%
0.01%0.0%
Q4 2022$39,516
+9.8%
433
+0.2%
0.01%0.0%
Q3 2022$36,000
-5.3%
432
+0.2%
0.01%0.0%
Q2 2022$38,000
-13.6%
431
+0.2%
0.01%
-10.0%
Q1 2022$44,000
-2.2%
430
+0.2%
0.01%0.0%
Q4 2021$45,000
+4.7%
4290.0%0.01%0.0%
Q3 2021$43,000
-14.0%
429
-9.1%
0.01%
-9.1%
Q2 2021$50,000
+108.3%
472
+96.7%
0.01%
+83.3%
Q1 2021$24,000
+20.0%
2400.0%0.01%
+20.0%
Q4 2020$20,000
-50.0%
240
-27.1%
0.01%
-61.5%
Q3 2020$40,0000.0%3290.0%0.01%
-18.8%
Q2 2020$40,000
+21.2%
3290.0%0.02%
-11.1%
Q1 2020$33,000
-84.1%
329
-74.5%
0.02%
-91.7%
Q4 2019$207,0001,2920.22%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders