WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,792
-4.9%
7910.0%0.03%0.0%
Q2 2023$28,176
+8.6%
7910.0%0.03%
+40.0%
Q4 2022$25,9477910.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RVW Wealth, LLC 441,526$17,158,0001.92%
Laurel Wealth Planning LLC 46,869$1,821,0001.38%
Mascoma Wealth Management LLC 39,496$1,535,0000.53%
Atlantic Private Wealth, LLC 9,055$352,0000.31%
JNBA Financial Advisors 30,207$1,174,0000.14%
REGATTA CAPITAL GROUP, LLC 10,260$399,0000.14%
Blankinship & Foster, LLC 6,272$244,0000.09%
Biltmore Family Office, LLC 10,400$404,0000.08%
Sound View Wealth Advisors Group, LLC 7,299$284,0000.05%
McKinley Carter Wealth Services, Inc. 13,674$531,0000.04%
View complete list of ISHARES TR shareholders