Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 727 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,829,149
-4.3%
39,792
+2.2%
0.44%
-5.4%
Q1 2024$4,000,401
+11.3%
38,930
+11.6%
0.46%
+3.8%
Q4 2023$3,593,925
+21.8%
34,869
+2.1%
0.45%
+11.2%
Q3 2023$2,950,006
-5.5%
34,167
+4.1%
0.40%
-4.8%
Q2 2023$3,120,384
+7.1%
32,815
+5.4%
0.42%
-6.7%
Q1 2023$2,913,340
+5.1%
31,129
+2.5%
0.45%
+5.6%
Q4 2022$2,773,142
+18.0%
30,371
+6.6%
0.43%
+8.9%
Q3 2022$2,350,000
-14.3%
28,497
-7.5%
0.39%
-6.4%
Q2 2022$2,742,000
+23.2%
30,797
+41.6%
0.42%
+34.7%
Q1 2022$2,226,000
+60.6%
21,745
+63.9%
0.31%
+57.9%
Q4 2021$1,386,000
+88.3%
13,264
+81.4%
0.20%
+69.8%
Q3 2021$736,000
+508.3%
7,312
+539.7%
0.12%
+510.5%
Q2 2021$121,0001,1430.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders