Cassaday & Co Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 723 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,688,470
-2.4%
58,481
+3.1%
0.18%
-5.8%
Q1 2024$5,829,736
-0.8%
56,732
-0.5%
0.19%
-6.9%
Q4 2023$5,876,956
+36.1%
57,019
+17.8%
0.20%
+13.3%
Q3 2023$4,318,498
-9.6%
48,403
-3.6%
0.18%
-4.8%
Q2 2023$4,774,471
-2.3%
50,210
-3.8%
0.19%
-9.1%
Q1 2023$4,885,536
-37.5%
52,201
-39.0%
0.21%
-42.4%
Q4 2022$7,813,48885,5710.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders