JEPPSON WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 693 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
JEPPSON WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$205,520
-0.3%
2,0000.0%0.08%
-5.9%
Q4 2023$206,140
-7.6%
2,000
-20.0%
0.08%
-11.5%
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 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders