Perfromance Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Perfromance Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,727,728
-5.5%
51,602
-2.5%
0.18%0.0%
Q2 2023$3,944,955
-3.4%
52,924
-7.3%
0.18%
-13.4%
Q1 2023$4,084,222
-1.8%
57,114
-6.2%
0.21%
-16.4%
Q4 2022$4,158,172
+2.3%
60,881
-5.6%
0.25%
+6.4%
Q3 2022$4,066,000
-2.7%
64,517
-1.6%
0.24%0.0%
Q2 2022$4,178,000
-19.3%
65,560
-2.1%
0.24%
+4.4%
Q1 2022$5,175,000
-17.5%
66,969
-8.9%
0.22%
-11.1%
Q4 2021$6,270,00073,5400.25%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders