LJI Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 420 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LJI Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,357,512
+0.9%
20,681
+3.2%
0.30%
-13.8%
Q1 2024$1,345,081
+40.6%
20,037
+33.4%
0.35%
+40.3%
Q4 2023$956,426
+17.3%
15,024
+7.4%
0.25%
+5.5%
Q3 2023$815,166
-2.2%
13,987
-97.8%
0.24%
-3.3%
Q2 2023$833,681
+1.3%
633,542
+4557.0%
0.24%
-6.5%
Q1 2023$822,635
+42.8%
13,604
+32.2%
0.26%
+28.7%
Q4 2022$576,09110,2910.20%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Bank of Finland 7,330,305$481,161,22030.69%
TFC Financial Management, Inc. 1,383,454$90,809,89515.92%
AAF Wealth Management, LLC 365,305$23,978,62712.46%
Delap Wealth Advisory, LLC 340,680$22,362,29410.29%
AMARILLO NATIONAL BANK 796,377$52,274,1869.94%
Standpoint Asset Management, LLC 573,900$37,670,7968.61%
DDFG, Inc 403,996$26,518,3268.19%
Klaas Financial Asset Advisors, LLC 647,790$42,520,9367.80%
Fortitude Family Office, LLC 199,573$13,099,9537.43%
MCF Advisors LLC 1,452,208$95,322,9537.22%
View complete list of ISHARES TR shareholders