9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 244 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$325,241
-1.5%
5,711
+0.1%
0.05%
-2.0%
Q1 2024$330,092
+5.1%
5,706
-0.0%
0.05%
-7.3%
Q4 2023$313,999
+17.1%
5,707
+5.7%
0.06%
+5.8%
Q3 2023$268,065
-5.6%
5,3980.0%0.05%
-1.9%
Q2 2023$284,097
+1.5%
5,398
+1.1%
0.05%
-7.0%
Q1 2023$279,762
+37.0%
5,341
+24.2%
0.06%
+29.5%
Q4 2022$204,203
-14.6%
4,299
-28.8%
0.04%
-27.9%
Q3 2022$239,000
-15.5%
6,037
-4.2%
0.06%
-16.4%
Q2 2022$283,000
-67.3%
6,299
-61.1%
0.07%
-63.7%
Q1 2022$865,000
-1.7%
16,196
+7.1%
0.20%
-0.5%
Q4 2021$880,000
+77.1%
15,128
+70.5%
0.20%
+51.9%
Q3 2021$497,000
+0.2%
8,871
+2.5%
0.13%
-0.7%
Q2 2021$496,000
+67.0%
8,656
+45.4%
0.13%
+22.9%
Q4 2019$297,000
+9.2%
5,9550.0%0.11%
-48.6%
Q3 2019$272,000
-6.5%
5,955
-4.7%
0.21%
-9.4%
Q2 2019$291,000
+3.6%
6,246
+2.0%
0.23%
-2.1%
Q1 2019$281,000
+22.7%
6,125
+10.8%
0.24%
+8.1%
Q4 2018$229,0005,5290.22%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Israel Discount Bank of New York 245,288$11,028,0008.37%
Consilium Wealth Advisory, LLC 126,501$5,687,0006.12%
Elm Partners Management LLC 771,674$34,694,0004.52%
Palisades Hudson Asset Management, L.P. 162,275$7,296,0004.10%
AIA Group Ltd 1,542,200$69,337,0003.72%
FIRST INTERSTATE BANK 1,088,016$48,917,0003.70%
Blue Edge Capital, LLC 319,678$14,372,723,0003.34%
HARRELL INVESTMENT PARTNERS, LLC 116,315$5,230,0002.14%
Graypoint LLC 321,498$14,455,0001.85%
PENOBSCOT WEALTH MANAGEMENT 31,245$1,405,0001.37%
View complete list of ISHARES TR shareholders