FirstPurpose Wealth 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
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 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders