Vawter Financial, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
Vawter Financial, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,418,642
+7.3%
24,242
+11.4%
0.97%
+1.6%
Q1 2024$1,321,945
+8.2%
21,764
+393.5%
0.96%
+0.3%
Q4 2023$1,222,232
+39.1%
4,410
+25.2%
0.96%
+21.2%
Q3 2023$878,460
-22.3%
3,523
-18.5%
0.79%
-19.3%
Q2 2023$1,130,3784,3230.98%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders