DOHJ, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 1,000 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
DOHJ, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,217,069
+14.8%
8,087
+3.0%
0.30%
+8.2%
Q1 2024$1,059,952
+11.0%
7,848
+0.8%
0.28%
-0.4%
Q4 2023$955,235
+202.3%
7,782
+182.9%
0.28%
+100.0%
Q4 2021$316,000
+30.0%
2,751
+25.2%
0.14%
+22.6%
Q3 2021$243,0002,1980.12%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders