COREPATH WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
COREPATH WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,818,201
-9.1%
44,621
+3.4%
2.30%
-6.7%
Q2 2023$4,202,003
-7.0%
43,159
-12.2%
2.47%
-13.1%
Q1 2023$4,519,265
-0.8%
49,133
+1.7%
2.84%
-6.6%
Q4 2022$4,555,657
+9.1%
48,305
+1.2%
3.04%
-2.1%
Q3 2022$4,177,000
+1.7%
47,728
+1.4%
3.10%
+2.1%
Q2 2022$4,107,000
-12.0%
47,065
+0.3%
3.04%
-6.4%
Q1 2022$4,665,000
-4.2%
46,931
+1.6%
3.25%
-6.8%
Q4 2021$4,868,000
+4.0%
46,177
+1.8%
3.48%
-3.1%
Q3 2021$4,683,000
+1.7%
45,345
+0.2%
3.60%
+0.9%
Q2 2021$4,605,000
+5.0%
45,253
+4.6%
3.56%
-7.6%
Q1 2021$4,385,000
+31.9%
43,263
+6.0%
3.86%
+11.3%
Q4 2020$3,324,00040,8013.46%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders