Cassaday & Co Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,562,439
-5.8%
173,899
-2.2%
0.52%
-0.6%
Q2 2023$13,333,527
+0.2%
177,780
-4.4%
0.53%
-6.9%
Q1 2023$13,302,356
-44.1%
186,021
-46.6%
0.57%
-48.4%
Q4 2022$23,788,979348,3011.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders