GOULD ASSET MANAGEMENT LLC /CA/ - ISHARES TR ownership

ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 84 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$952,763
+0.4%
28,130
+5.6%
0.27%
+1.5%
Q2 2023$948,571
+12.1%
26,630
+7.0%
0.26%
+10.0%
Q1 2023$846,011
+5.1%
24,890
+1.4%
0.24%
-0.4%
Q4 2022$805,309
+141.1%
24,550
+118.5%
0.24%
+114.2%
Q3 2022$334,00011,2350.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 132,816$4,498,4782.96%
Affiance Financial, LLC 37,088$1,256,1710.64%
Atlantic Private Wealth, LLC 16,388$555,0670.56%
Koss-Olinger Consulting, LLC 101,014$3,421,0000.50%
RVW Wealth, LLC 96,902$3,282,0710.40%
HILLTOP WEALTH ADVISORS, LLC 13,955$472,6560.37%
GOULD ASSET MANAGEMENT LLC /CA/ 28,130$952,7630.27%
Better Money Decisions, LLC 8,884$300,9010.26%
Biltmore Family Office, LLC 31,248$1,062,8150.24%
BAILARD, INC. 197,816$6,700,0280.22%
View complete list of ISHARES TR shareholders