Prosperity Planning, Inc. - 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
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$225,764
-5.3%
2,3210.0%0.08%
-7.2%
Q1 2024$238,506
-4.5%
2,321
-4.2%
0.08%
-11.7%
Q4 2023$249,842
+13.6%
2,424
-1.6%
0.09%
+2.2%
Q3 2023$219,838
-8.4%
2,464
-2.4%
0.09%
-7.1%
Q2 2023$240,007
+1.6%
2,5240.0%0.10%
-3.9%
Q1 2023$236,221
+1.9%
2,524
-5.3%
0.10%
-10.4%
Q4 2022$231,745
+5.3%
2,6660.0%0.12%0.0%
Q3 2022$220,000
-23.3%
2,6660.0%0.12%
-21.8%
Q2 2022$287,000
+5.1%
2,6660.0%0.15%
+9.7%
Q1 2022$273,000
-2.2%
2,6660.0%0.13%
-5.0%
Q4 2021$279,000
+4.1%
2,6660.0%0.14%
-3.4%
Q3 2021$268,000
-4.6%
2,6660.0%0.15%
-16.1%
Q2 2021$281,000
+4.5%
2,6660.0%0.17%
-8.9%
Q1 2021$269,000
+20.1%
2,666
-3.1%
0.19%
+0.5%
Q4 2020$224,0002,7520.19%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders