FirstPurpose Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders