REGENTATLANTIC CAPITAL LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.

Quarter-by-quarter ownership
REGENTATLANTIC CAPITAL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$32,985,000
-3.1%
150,437
-0.1%
0.99%
-12.0%
Q2 2022$34,056,000
-9.2%
150,539
+7.7%
1.12%
+5.7%
Q1 2022$37,515,000
+6.9%
139,805
+12.8%
1.06%
+8.4%
Q4 2021$35,085,000
+19.6%
123,939
+11.1%
0.98%
+10.2%
Q3 2021$29,339,000
+7.9%
111,527
+10.3%
0.89%
+6.3%
Q2 2021$27,179,000
+62.0%
101,138
+56.9%
0.84%
+47.3%
Q1 2021$16,781,000
+1344.1%
64,473
+1175.4%
0.57%
+1132.6%
Q4 2020$1,162,000
+172.1%
5,055
+119.6%
0.05%
+142.1%
Q3 2020$427,000
-49.5%
2,302
-51.6%
0.02%
-59.6%
Q2 2020$845,000
+24.3%
4,752
+0.5%
0.05%
-11.3%
Q1 2020$680,000
-29.8%
4,730
+0.5%
0.05%
-10.2%
Q4 2019$969,000
+4.6%
4,707
-1.8%
0.06%
-3.3%
Q3 2019$926,000
-0.6%
4,793
-0.1%
0.06%
-3.2%
Q2 2019$932,000
+2.2%
4,797
-0.4%
0.06%
-1.6%
Q1 2019$912,000
+0.1%
4,815
-12.2%
0.06%
-16.9%
Q4 2018$911,000
-17.5%
5,4850.0%0.08%
-9.4%
Q3 2018$1,104,000
+3.4%
5,4850.0%0.08%
-7.6%
Q2 2018$1,068,000
-29.2%
5,485
-31.8%
0.09%
-27.0%
Q1 2018$1,509,000
-1.1%
8,0430.0%0.13%
+0.8%
Q4 2017$1,526,000
+6.0%
8,0430.0%0.12%0.0%
Q3 2017$1,439,000
-1.8%
8,043
-4.5%
0.12%
-6.0%
Q2 2017$1,465,000
+6.3%
8,422
+4.6%
0.13%
+3.9%
Q1 2017$1,378,000
+4.4%
8,050
+0.8%
0.13%
-0.8%
Q4 2016$1,320,000
-37.1%
7,986
-41.1%
0.13%
-40.6%
Q3 2016$2,098,000
+3.8%
13,560
+0.2%
0.22%
+11.3%
Q2 2016$2,021,000
+20.0%
13,528
+15.8%
0.20%
+5.4%
Q1 2016$1,684,000
+3.8%
11,681
+0.3%
0.18%
+6.9%
Q4 2015$1,623,000
-3.9%
11,651
-5.8%
0.17%
+6.8%
Q3 2015$1,689,000
+4.7%
12,363
+15.0%
0.16%
+12.5%
Q2 2015$1,613,000
-1.3%
10,7530.0%0.14%
+0.7%
Q1 2015$1,634,000
-99.9%
10,7530.0%0.14%
+8.3%
Q4 2014$1,557,034,000
+105820.7%
10,7530.0%0.13%
-3.6%
Q3 2014$1,470,000
-4.5%
10,7530.0%0.14%
-4.2%
Q2 2014$1,539,0000.0%10,753
-3.9%
0.14%
-4.7%
Q1 2014$1,539,000
+6.9%
11,193
+4.1%
0.15%
+7.9%
Q4 2013$1,439,000
+234.7%
10,753
+188.6%
0.14%
+172.5%
Q2 2013$430,0003,7260.05%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders