FirstPurpose Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders