Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,933
-1.2%
1,3670.0%0.03%0.0%
Q2 2023$244,843
+2.2%
1,3670.0%0.03%
+12.0%
Q1 2023$239,603
+94231.9%
1,3670.0%0.02%
-7.4%
Q4 2022$254
-99.9%
1,3670.0%0.03%
-3.6%
Q3 2022$232,000
-11.5%
1,3670.0%0.03%
-3.4%
Q2 2022$262,000
-46.1%
1,367
-44.6%
0.03%
+20.8%
Q1 2022$486,000
+120.9%
2,467
+124.3%
0.02%
+9.1%
Q4 2021$220,000
+9.5%
1,1000.0%0.02%
-4.3%
Q3 2021$201,000
-1.5%
1,1000.0%0.02%
-23.3%
Q2 2021$204,000
-1.4%
1,100
-21.4%
0.03%
-26.8%
Q1 2018$207,000
-7.2%
1,400
-14.1%
0.04%
-25.5%
Q1 2016$223,000
-15.5%
1,6300.0%0.06%
-12.7%
Q4 2015$264,000
+9.5%
1,6300.0%0.06%0.0%
Q3 2015$241,000
+6.6%
1,630
+26.4%
0.06%
+8.6%
Q2 2015$226,000
+1.8%
1,2900.0%0.06%
+1.8%
Q1 2015$222,000
-16.9%
1,290
-26.9%
0.06%
-18.6%
Q4 2014$267,000
+7.7%
1,7640.0%0.07%
-5.4%
Q3 2014$248,000
+4.2%
1,7640.0%0.07%
+4.2%
Q2 2014$238,000
+6.7%
1,7640.0%0.07%
-2.7%
Q1 2014$223,000
+7.2%
1,7640.0%0.07%
+4.3%
Q4 2013$208,0001,7640.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders