Shira Ridge Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Shira Ridge Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,391,552
-5.1%
23,329
-0.9%
0.91%
-0.5%
Q2 2023$1,466,966
+9.4%
23,531
-2.9%
0.92%
+3.7%
Q1 2023$1,341,408
+12.1%
24,231
-1.4%
0.89%
+7.5%
Q4 2022$1,196,61124,5810.82%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders