JPL Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 647 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 12.66 and the average weighting 0.5%.

Quarter-by-quarter ownership
JPL Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,702,031
+23.0%
14,740
+23.4%
0.83%
+9.2%
Q1 2024$1,383,434
+44.8%
11,946
+46.5%
0.76%
+11.0%
Q4 2023$955,1818,1550.69%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Marks Wealth, LLC 309,172$36,213,31619.46%
Tanglewood Wealth Management, Inc. 1,203,211$140,932,06317.25%
Strategic Point Investment Advisors, LLC 375,589$43,992,7398.50%
DDFG, Inc 207,321$24,283,5378.22%
Gould Capital, LLC 93,625$10,966,2968.02%
Parkside Advisors LLC 233,146$27,308,3407.56%
Johnson Financial Group, Inc. 1,179,767$138,186,0677.56%
Bond & Devick Financial Network, Inc. 108,179$12,671,0067.21%
SNS Financial Group, LLC 471,115$55,181,7276.54%
TRAPHAGEN INVESTMENT ADVISORS LLC 438,951$51,414,3536.03%
View complete list of ISHARES TR shareholders