Milestone Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 42 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,743
-5.6%
2,1700.0%0.02%
-16.7%
Q2 2023$75,994
+0.9%
2,170
-2.3%
0.02%
+4.3%
Q1 2023$75,279
+215.6%
2,220
+209.2%
0.02%
+187.5%
Q4 2022$23,8517180.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 15,941$527,0310.53%
Better Money Decisions, LLC 15,278$505,1080.44%
Optas, LLC 13,539$447,8950.15%
Biltmore Family Office, LLC 18,727$621,7570.14%
Veracity Capital LLC 6,778$224,0730.10%
MONECO Advisors, LLC 9,916$327,8340.09%
Armor Investment Advisors, LLC 2,783$92,0090.06%
JNBA Financial Advisors 12,453$411,7100.05%
Merriman Wealth Management, LLC 23,823$790,7030.04%
Avantax Planning Partners, Inc. 18,325$605,8450.02%
View complete list of ISHARES TR shareholders