High Net Worth Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 827 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
High Net Worth Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$271,379
-3.4%
3,0800.0%0.08%
-6.8%
Q1 2024$281,050
+15.2%
3,0800.0%0.09%
-3.3%
Q4 2023$243,998
+9.7%
3,0800.0%0.09%
+2.2%
Q3 2023$222,499
-3.7%
3,0800.0%0.09%
-1.1%
Q2 2023$231,0003,0800.09%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders