Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$503,296
-4.2%
6,967
-0.5%
0.21%
-3.2%
Q2 2023$525,375
+5.0%
7,005
+0.1%
0.22%
-0.5%
Q1 2023$500,212
+4.8%
6,995
-0.0%
0.22%
-7.6%
Q4 2022$477,349
+8.2%
6,9970.0%0.24%
+2.6%
Q3 2022$441,000
+5.5%
6,997
+11.0%
0.23%
+7.5%
Q2 2022$418,000
-15.6%
6,3050.0%0.21%
-11.6%
Q1 2022$495,000
-8.0%
6,3050.0%0.24%
-11.4%
Q4 2021$538,000
+7.0%
6,305
-0.7%
0.27%
-0.4%
Q3 2021$503,000
-3.1%
6,352
-1.0%
0.27%
-14.9%
Q2 2021$519,000
-3.2%
6,415
-6.2%
0.32%
-15.5%
Q1 2021$536,000
+9.4%
6,839
+0.7%
0.38%
-8.2%
Q4 2020$490,0006,7910.42%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders