JOURNEY STRATEGIC WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JOURNEY STRATEGIC WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,107,024
-2.4%
57,585
+4.2%
0.10%
+3.1%
Q2 2023$2,159,874
+3.4%
55,268
-1.2%
0.10%
-55.3%
Q1 2023$2,088,360
+33.8%
55,958
+30.0%
0.22%
+19.0%
Q4 2022$1,561,058
+18.0%
43,052
+4.9%
0.18%
+2.8%
Q3 2022$1,323,000
-23.5%
41,048
-19.2%
0.18%
-22.8%
Q2 2022$1,730,00050,8250.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders