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 ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders