Merriman Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 38 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Merriman Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$790,703
+2.5%
23,823
+8.2%
0.04%
+7.9%
Q2 2023$771,351
-47.4%
22,026
-49.0%
0.04%
-49.3%
Q1 2023$1,465,664
+51.7%
43,223
+48.7%
0.08%
+50.0%
Q4 2022$965,900
-52.8%
29,077
-56.4%
0.05%
-62.7%
Q3 2022$2,047,00066,7620.13%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 14,743$478,0000.49%
Biltmore Family Office, LLC 16,927$549,0000.14%
Better Money Decisions, LLC 4,611$149,0000.13%
Armor Investment Advisors, LLC 1,872$61,0000.04%
JNBA Financial Advisors 8,016$260,0000.04%
PECAUT & CO. 2,082$67,0000.04%
Clarius Group, LLC 6,770$219,0000.02%
Avantax Planning Partners, Inc. 14,300$464,0000.02%
Cetera Advisors LLC 17,096$554,0000.01%
AdvisorNet Financial, Inc 1,490$48,0000.01%
View complete list of ISHARES TR shareholders