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 ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders