Covestor Ltd - ISHARES TR ownership

ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 51 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$30.0%67
+3.1%
0.00%0.0%
Q1 2024$30.0%65
-3.0%
0.00%0.0%
Q4 2023$3
+200.0%
67
+67.5%
0.00%
+100.0%
Q3 2023$10.0%40
-4.8%
0.00%0.0%
Q2 2023$10.0%42
+180.0%
0.00%0.0%
Q1 2023$115
+25.0%
0.00%
Q4 2022$0120.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 15,832$536,8470.56%
Better Money Decisions, LLC 12,356$418,9810.35%
Optas, LLC 15,852$537,7610.19%
Biltmore Family Office, LLC 16,927$573,9790.12%
Veracity Capital LLC 6,427$217,9460.10%
BSW Wealth Partners 13,128$445,1590.09%
MONECO Advisors, LLC 8,387$284,3960.08%
Merriman Wealth Management, LLC 43,223$1,465,6640.08%
Armor Investment Advisors, LLC 2,983$101,1510.06%
JNBA Financial Advisors 12,131$411,3520.05%
View complete list of ISHARES TR shareholders