JOURNEY STRATEGIC WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
JOURNEY STRATEGIC WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$292,213
-31.4%
6,025
-20.1%
0.01%
-26.3%
Q2 2023$425,991
-2.4%
7,545
-6.7%
0.02%
-58.7%
Q1 2023$436,590
-9.0%
8,088
-11.4%
0.05%
-17.9%
Q4 2022$479,701
-42.4%
9,125
-48.3%
0.06%
-50.0%
Q3 2022$833,000
-17.1%
17,637
-11.5%
0.11%
-17.0%
Q2 2022$1,005,000
+273.6%
19,934
+387.1%
0.14%
+382.1%
Q4 2021$269,0004,0920.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 31,099$3,461,0005.25%
XPONANCE, INC. 109,780$12,568,0004.86%
Brookstone Capital Management 157,277$17,503,0003.17%
Clal Insurance Enterprises Holdings Ltd 1,052,215$117,273,0003.04%
BTR CAPITAL MANAGEMENT INC 68,084$7,577,0001.81%
LUCAS CAPITAL MANAGEMENT 26,724$2,974,0001.72%
EXENCIAL WEALTH ADVISORS, LLC 20,896$2,326,0001.14%
Janney Capital Management LLC 193,467$21,531,0000.98%
Wharton Business Group, LLC 84,781$9,435,0000.93%
Baker Avenue Asset Management, LP 44,375$4,938,0000.87%
View complete list of ISHARES TR shareholders