JDM Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 226 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JDM Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,193
-3.7%
4120.0%0.03%
+3.7%
Q2 2023$31,356
+9.7%
412
+1.0%
0.03%
+3.8%
Q1 2023$28,590
+9.4%
4080.0%0.03%
+4.0%
Q4 2022$26,1374080.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 63,944$4,629,597,0003.52%
USAdvisors Wealth Management, LLC 76,831$5,454,0002.96%
Clear Perspectives Financial Planning, LLC 61,195$4,344,0002.10%
Bluesphere Advisors, LLC 19,435$1,380,0001.22%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 39,030$2,771,0001.12%
180 WEALTH ADVISORS, LLC 62,098$4,562,0001.04%
FAGAN ASSOCIATES, INC. 51,195$3,634,0000.78%
Connecticut Wealth Management, LLC 120,497$8,554,0000.75%
Capital Advisors, Ltd. LLC 55,222$3,920,0000.70%
RDA Financial Network 18,469$1,311,0000.58%
View complete list of ISHARES TR shareholders