Signature Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 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 Q3 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders