PCG Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$436,562
-3.7%
6,0430.0%0.29%
+1.8%
Q2 2023$453,242
+5.0%
6,043
+0.1%
0.28%
+2.9%
Q1 2023$431,511
+4.9%
6,034
+0.2%
0.27%
+5.0%
Q4 2022$411,399
-45.7%
6,023
-49.9%
0.26%
-3.7%
Q3 2022$757,000
+98.2%
12,025
+100.6%
0.27%
-1.1%
Q2 2022$382,000
-17.5%
5,996
+0.2%
0.27%
-7.1%
Q1 2022$463,000
-28.0%
5,986
-20.7%
0.29%
-34.2%
Q4 2021$643,0007,5510.45%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders