Source Financial Advisors LLC - 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
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,212,028
+3.2%
20,711
+7.1%
0.37%
+4.8%
Q1 2024$1,174,016
+39.0%
19,329
+534.4%
0.36%
+35.9%
Q4 2023$844,362
+14.2%
3,047
+2.8%
0.26%
+5.2%
Q3 2023$739,098
-20.6%
2,964
-16.8%
0.25%
-18.6%
Q2 2023$931,285
+7.6%
3,562
+3.0%
0.31%
+5.5%
Q1 2023$865,195
-7.6%
3,459
-10.6%
0.29%
-17.6%
Q4 2022$936,326
+12.5%
3,871
+2.0%
0.35%
+7.0%
Q3 2022$832,000
+46.2%
3,794
+50.7%
0.33%
+47.5%
Q2 2022$569,000
-17.8%
2,517
-2.4%
0.22%
+9.3%
Q1 2022$692,000
-32.6%
2,578
-28.9%
0.20%
-26.4%
Q4 2021$1,027,000
+16.8%
3,627
+8.5%
0.28%
+21.5%
Q3 2021$879,000
+7.9%
3,342
+10.2%
0.23%
+8.6%
Q2 2021$815,000
-31.5%
3,032
-33.6%
0.21%
-33.8%
Q1 2021$1,189,000
+17.0%
4,569
+3.3%
0.32%
+15.3%
Q4 2020$1,016,0004,4210.28%
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