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 ↓
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