AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,807,815
+1.0%
115,532
+5.9%
0.32%
-1.2%
Q2 2023$28,524,547
+7.1%
109,089
+2.4%
0.33%0.0%
Q1 2023$26,637,896
+9.4%
106,483
+5.8%
0.33%
+0.3%
Q4 2022$24,344,051
+25.9%
100,641
+14.2%
0.32%
+9.4%
Q3 2022$19,329,000
-1.2%
88,157
+2.0%
0.30%
+0.7%
Q2 2022$19,556,000
+0.4%
86,443
+19.3%
0.30%
+10.1%
Q1 2022$19,482,000
+22.3%
72,456
+28.8%
0.27%
+11.7%
Q4 2021$15,927,000
+12.1%
56,244
+4.4%
0.24%
+1.3%
Q3 2021$14,209,000
+10.7%
53,854
+13.0%
0.24%
+1.7%
Q2 2021$12,831,000
+8.1%
47,665
+4.8%
0.23%
-8.6%
Q1 2021$11,873,000
+36.1%
45,494
+19.9%
0.26%
+23.2%
Q4 2020$8,721,000
-53.9%
37,951
-62.8%
0.21%
-31.7%
Q3 2020$18,902,000
+115.7%
101,988
+106.8%
0.30%
+19.8%
Q2 2020$8,765,000
+21.5%
49,309
-1.6%
0.25%
+17.7%
Q1 2020$7,212,000
-48.0%
50,120
-25.6%
0.22%
-33.2%
Q4 2019$13,873,000
+178.0%
67,374
+160.9%
0.32%
+59.4%
Q3 2019$4,991,000
+16.2%
25,822
+16.8%
0.20%
+6.9%
Q2 2019$4,294,000
+41.1%
22,102
+37.5%
0.19%
+16.7%
Q1 2019$3,044,000
+32.8%
16,074
+16.5%
0.16%
-57.9%
Q4 2018$2,292,00013,8020.38%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders