Shira Ridge Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 83 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Shira Ridge Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,498,478
-4.1%
132,816
+0.9%
2.96%
+0.5%
Q2 2023$4,690,957
+4.7%
131,693
-0.1%
2.94%
-0.6%
Q1 2023$4,481,514
+4.8%
131,848
+1.2%
2.96%
+0.5%
Q4 2022$4,275,091130,3272.94%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 130,327$4,275,0912.94%
RVW Wealth, LLC 498,820$16,362,6932.08%
Atlantic Private Wealth, LLC 15,520$509,0880.55%
Mascoma Wealth Management LLC 45,502$1,492,5950.47%
Fortis Capital Management LLC 17,509$574,3490.42%
DOHJ, LLC 20,472$671,5460.38%
Fulcrum Capital LLC 34,354$1,126,9070.33%
REGATTA CAPITAL GROUP, LLC 21,741$713,1600.25%
GOULD ASSET MANAGEMENT LLC /CA/ 24,550$805,3090.24%
BAILARD, INC. 175,282$5,749,7400.22%
View complete list of ISHARES TR shareholders