VANCE WEALTH, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
VANCE WEALTH, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,193,134
-1.5%
30,359
+2.2%
1.03%
+1.2%
Q2 2023$2,227,200
-7.2%
29,696
-11.5%
1.01%
-21.4%
Q1 2023$2,400,734
+5.4%
33,572
+0.7%
1.29%
-9.2%
Q4 2022$2,277,190
+209.4%
33,341
+185.5%
1.42%
+150.9%
Q3 2022$736,000
-2.8%
11,680
-1.6%
0.57%
-3.2%
Q2 2022$757,00011,8730.58%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders