Signature Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Signature Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,112
-3.7%
6,3000.0%0.44%
+1.6%
Q2 2023$472,500
+4.9%
6,3000.0%0.44%
+4.8%
Q1 2023$450,513
+4.7%
6,3000.0%0.42%
-1.4%
Q4 2022$430,290
+8.4%
6,3000.0%0.42%
-3.0%
Q3 2022$397,000
-1.0%
6,3000.0%0.44%
+6.3%
Q2 2022$401,000
-17.7%
6,3000.0%0.41%
-1.0%
Q1 2022$487,000
-9.3%
6,3000.0%0.42%
-8.8%
Q4 2021$537,000
+7.6%
6,3000.0%0.46%
+0.7%
Q3 2021$499,000
-2.2%
6,3000.0%0.45%
-2.4%
Q2 2021$510,000
+3.2%
6,3000.0%0.46%
-2.3%
Q1 2021$494,000
+8.6%
6,3000.0%0.47%
+4.2%
Q4 2020$455,0006,3000.46%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders