4J Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 279 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
4J Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$494,137
+4.7%
19,949
+5.3%
0.41%
+0.5%
Q1 2024$471,925
+39.2%
18,949
+40.3%
0.41%
+31.3%
Q4 2023$338,966
+11.1%
13,510
+6.4%
0.31%
+2.0%
Q3 2023$305,181
-1.9%
12,7000.0%0.30%
+0.7%
Q2 2023$311,15012,7000.30%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Gratus Wealth Advisors, LLC 1,077,750$26,857,5194.63%
PFG Private Wealth Management, LLC 273,371$6,771,4054.11%
MONUMENTAL FINANCIAL GROUP INC. 376,543$9,326,9704.07%
Paradigm, Strategies in Wealth Management, LLC 238,070$5,896,9933.62%
Gateway Advisory, LLC 830,142$20,562,6403.49%
Michael S. Ryan, Inc. 185,553$4,596,1483.48%
Windsor Capital Management, LLC 421,715$10,445,8773.23%
WOODMONT INVESTMENT COUNSEL LLC 1,368,881$33,907,1892.77%
Houlihan Financial Resource Group, Ltd. 163,209$4,0432.76%
Kathmere Capital Management, LLC 1,047,679$25,951,0092.75%
View complete list of ISHARES TR shareholders