FirstPurpose Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$358,816
-3.7%
4,9670.0%0.16%
-2.5%
Q2 2023$372,525
+4.9%
4,9670.0%0.16%
-9.1%
Q1 2023$355,190
+4.7%
4,9670.0%0.18%
-7.4%
Q4 2022$339,246
+8.4%
4,9670.0%0.19%
-8.3%
Q3 2022$313,000
-1.6%
4,967
-0.6%
0.21%
-3.7%
Q2 2022$318,000
-17.4%
4,995
+0.2%
0.21%
-28.7%
Q1 2022$385,000
-9.0%
4,984
+0.6%
0.30%
+12.8%
Q4 2021$423,0004,9560.27%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders