BKM Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 710 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
BKM Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,875,147
+0.0%
39,839
+5.7%
1.86%
+11.8%
Q1 2024$3,873,695
+3.2%
37,696
+3.5%
1.67%
+4.1%
Q4 2023$3,752,40136,4061.60%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 989,980$123,559,00018.15%
Noven Financial Group, Inc. 268,273$32,456,00011.19%
Probity Advisors, Inc. 55,104$19,358,0008.35%
Palisades Hudson Asset Management, L.P. 87,397$10,908,0008.34%
SONATA CAPITAL GROUP INC 62,937$7,855,0006.39%
HOME FEDERAL BANK OF TENNESSEE 84,938$10,601,0006.22%
Spruce Investment Advisors LLC 77,912$9,724,0006.12%
Triangle Securities Wealth Management 59,158$7,383,0005.11%
FundX Investment Group, LLC 152,678$19,056,0004.87%
NorthRock Partners, LLC 88,683$11,050,0004.73%
View complete list of ISHARES TR shareholders