WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,351
-5.1%
3,825
-1.5%
0.14%
-2.8%
Q2 2023$291,349
+3.1%
3,885
-1.7%
0.14%
-4.1%
Q1 2023$282,606
+2.3%
3,952
-2.3%
0.15%
-21.3%
Q4 2022$276,246
+8.3%
4,045
+0.1%
0.19%
+5.6%
Q3 2022$255,000
-1.2%
4,039
-0.1%
0.18%0.0%
Q2 2022$258,000
-17.8%
4,044
-0.6%
0.18%
-4.8%
Q1 2022$314,000
-11.0%
4,068
-1.6%
0.19%
-8.8%
Q4 2021$353,000
+7.6%
4,136
-0.1%
0.20%
+1.5%
Q3 2021$328,000
-3.0%
4,141
-0.8%
0.20%
-8.2%
Q2 2021$338,000
-1.7%
4,173
-5.0%
0.22%
-7.9%
Q1 2021$344,000
+6.8%
4,391
-1.4%
0.24%
-2.4%
Q4 2020$322,000
+17.1%
4,455
+287.7%
0.24%
+9.9%
Q3 2020$275,000
-2.1%
1,149
-8.4%
0.22%
-5.1%
Q2 2020$281,000
+20.6%
1,255
-3.8%
0.24%
+10.3%
Q1 2020$233,000
-36.9%
1,304
-15.8%
0.21%
-19.9%
Q4 2019$369,0001,5490.27%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders