COREPATH WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 723 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
COREPATH WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,907,945
-6.5%
19,776
-5.4%
2.01%
-11.0%
Q1 2024$2,041,578
-54.4%
20,894
-53.5%
2.26%
-9.3%
Q4 2023$4,473,870
+17.2%
44,968
+0.8%
2.49%
+8.3%
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 Q4 2022
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