JDM Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,021,764$77,705,00011.95%
Flagship Private Wealth, LLC 75,224$5,721,0004.69%
MY Wealth Management Inc. 54,083$4,113,0003.81%
USAdvisors Wealth Management, LLC 72,807$5,537,0002.36%
Clear Perspectives Financial Planning, LLC 55,500$4,221,0001.60%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32,307$2,457,0001.46%
Bluesphere Advisors, LLC 17,770$1,351,0001.14%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 40,730$3,098,0001.13%
180 WEALTH ADVISORS, LLC 59,680$4,451,0000.97%
FAGAN ASSOCIATES, INC. 52,460$3,990,0000.82%
View complete list of ISHARES TR shareholders