Tradewinds, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Tradewinds, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$450,910
+57.4%
7,705
+570.6%
0.14%
-17.3%
Q3 2023$286,503
-5.5%
1,149
-5.2%
0.17%
-8.7%
Q1 2023$303,194
+5.3%
1,212
-7.8%
0.18%
-12.0%
Q3 2022$288,000
-4.3%
1,314
-1.3%
0.21%
+2.0%
Q2 2022$301,0001,3310.20%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders