Willis Johnson & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Willis Johnson & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,884,231
+7.2%
33,889
+10.8%
0.19%
+3.2%
Q2 2023$1,756,902
-3.2%
30,592
-4.7%
0.19%
-13.0%
Q1 2023$1,815,596
-3.6%
32,095
-8.5%
0.22%
-12.6%
Q4 2022$1,883,344
-13.6%
35,091
-22.8%
0.25%
-22.4%
Q3 2022$2,179,000
+33.5%
45,450
+44.8%
0.32%
+39.0%
Q2 2022$1,632,000
-13.4%
31,395
+1.5%
0.23%
-7.7%
Q1 2022$1,884,000
-17.1%
30,941
-13.0%
0.25%
-15.7%
Q4 2021$2,272,000
-23.5%
35,584
-19.7%
0.29%
-29.1%
Q3 2021$2,968,000
-88.1%
44,323
-88.2%
0.41%
-88.3%
Q2 2021$24,899,000
+5.6%
375,271
+5.9%
3.53%
-2.3%
Q1 2021$23,586,000
+7.5%
354,300
+4.0%
3.61%
-1.4%
Q4 2020$21,944,000340,6443.66%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders