SAGE FINANCIAL GROUP INC - ISHARES TR ownership

ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 84 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$592,595
+1.0%
17,496
+6.2%
0.07%
+6.5%
Q2 2023$586,816
+60.5%
16,474
+53.2%
0.06%
+51.2%
Q1 2023$365,520
+75.5%
10,754
+69.4%
0.04%
+64.0%
Q4 2022$208,2406,3480.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 132,816$4,498,4782.96%
Affiance Financial, LLC 37,088$1,256,1710.64%
Atlantic Private Wealth, LLC 16,388$555,0670.56%
Koss-Olinger Consulting, LLC 101,014$3,421,0000.50%
RVW Wealth, LLC 96,902$3,282,0710.40%
HILLTOP WEALTH ADVISORS, LLC 13,955$472,6560.37%
GOULD ASSET MANAGEMENT LLC /CA/ 28,130$952,7630.27%
Better Money Decisions, LLC 8,884$300,9010.26%
Biltmore Family Office, LLC 31,248$1,062,8150.24%
BAILARD, INC. 197,816$6,700,0280.22%
View complete list of ISHARES TR shareholders