Viewpoint Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Viewpoint Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,383
-6.2%
1500.0%0.01%0.0%
Q2 2023$14,264
+1.6%
1500.0%0.01%
-15.4%
Q1 2023$14,039
+2.5%
1500.0%0.01%0.0%
Q4 2022$13,697
+14.1%
1500.0%0.01%
+8.3%
Q3 2022$12,000
-7.7%
1500.0%0.01%0.0%
Q2 2022$13,000
-13.3%
1500.0%0.01%0.0%
Q1 2022$15,000
-6.2%
1500.0%0.01%0.0%
Q4 2021$16,0001500.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders