Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,328,188
-7.6%
91,049
-4.1%
0.12%
-12.6%
Q1 2024$5,766,049
-25.9%
94,930
+238.2%
0.14%
-52.6%
Q4 2023$7,779,601
+80.0%
28,070
+61.9%
0.30%
+58.1%
Q3 2023$4,322,893
+266.6%
17,337
+284.4%
0.19%
+247.3%
Q2 2023$1,179,275
+11.9%
4,510
+7.1%
0.06%
-21.4%
Q1 2023$1,053,424
-3.8%
4,211
-7.0%
0.07%
-10.3%
Q4 2022$1,095,278
+36.2%
4,528
+23.5%
0.08%
+20.0%
Q3 2022$804,000
+9.8%
3,665
+13.3%
0.06%
-3.0%
Q2 2022$732,000
+28.6%
3,236
+52.6%
0.07%
+45.7%
Q1 2022$569,000
+181.7%
2,121
+111.5%
0.05%
+2.2%
Q3 2018$202,0001,0030.04%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Cornell Pochily Investment Advisors, Inc. 1,098$213,000,00053.52%
Hefren-Tillotson, Inc. 874,387$169,858,00046.90%
PFM Asset Management LLC 756,964$147,048,00036.37%
Pachira Investments Inc. 144,429$28,057,00031.11%
ARKANSAS FINANCIAL GROUP, INC. 303,860$59,027,00021.85%
Chanos & Co LP 218,520$42,450,00020.59%
Global Beta Advisors LLC 420,502$81,289,00020.03%
Affiance Financial, LLC 162,794$31,624,00019.34%
FFT WEALTH MANAGEMENT LLC 257,110$49,946,00019.01%
Leonard Rickey Investment Advisors P.L.L.C. 144,832$28,135,00018.92%
View complete list of ISHARES TR shareholders