SOUNDMARK WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 722 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 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 Q1 2023
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