Cassaday & Co Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$682,471
-3.6%
2,737
+1.1%
0.03%
+3.6%
Q2 2023$707,827
-31.3%
2,707
-34.3%
0.03%
-36.4%
Q1 2023$1,030,766
+2.5%
4,120
-0.9%
0.04%
-4.3%
Q4 2022$1,005,2954,1560.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders