JEPPSON WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
JEPPSON WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$223,000
-12.5%
2,5000.0%0.10%
-19.3%
Q1 2022$255,000
-2.3%
2,5000.0%0.12%
-5.6%
Q4 2021$261,000
+4.0%
2,5000.0%0.13%
-3.8%
Q3 2021$251,000
-4.6%
2,5000.0%0.13%
-8.4%
Q2 2021$263,000
+4.8%
2,5000.0%0.14%
-4.0%
Q1 2021$251,000
+23.6%
2,5000.0%0.15%
+10.4%
Q4 2020$203,000
+66.4%
2,500
+150.0%
0.14%
+40.6%
Q3 2020$122,0001,0000.10%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders