SOUNDMARK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 710 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
SOUNDMARK WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$5,640,938
-1.9%
54,895
-1.6%
2.50%
-12.0%
Q4 2023$5,751,572
+10.1%
55,804
-4.7%
2.84%
-2.0%
Q3 2023$5,222,889
+3.6%
58,540
+10.4%
2.90%
+3.2%
Q2 2023$5,040,750
-0.2%
53,011
-1.8%
2.81%
-7.0%
Q1 2023$5,050,916
-0.8%
53,970
-3.3%
3.02%
-8.1%
Q4 2022$5,093,924
+9.9%
55,787
-0.7%
3.29%
+1.2%
Q3 2022$4,633,000
-8.3%
56,190
-1.0%
3.25%
-9.8%
Q2 2022$5,051,000
-13.0%
56,731
+0.0%
3.60%
-11.5%
Q1 2022$5,807,000
-1.9%
56,720
+0.1%
4.07%
+0.5%
Q4 2021$5,920,000
-31.9%
56,659
-34.4%
4.05%
+29.1%
Q3 2021$8,694,000
-4.6%
86,366
-0.8%
3.14%
-16.4%
Q2 2021$9,117,000
+3.9%
87,058
-0.1%
3.75%
-22.1%
Q1 2021$8,778,000
+21.4%
87,117
-2.1%
4.82%
+4.3%
Q4 2020$7,232,00088,9454.62%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 989,980$123,559,00018.15%
Noven Financial Group, Inc. 268,273$32,456,00011.19%
Probity Advisors, Inc. 55,104$19,358,0008.35%
Palisades Hudson Asset Management, L.P. 87,397$10,908,0008.34%
SONATA CAPITAL GROUP INC 62,937$7,855,0006.39%
HOME FEDERAL BANK OF TENNESSEE 84,938$10,601,0006.22%
Spruce Investment Advisors LLC 77,912$9,724,0006.12%
Triangle Securities Wealth Management 59,158$7,383,0005.11%
FundX Investment Group, LLC 152,678$19,056,0004.87%
NorthRock Partners, LLC 88,683$11,050,0004.73%
View complete list of ISHARES TR shareholders