Aris Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
Aris Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2015$113,000
-39.6%
827
-33.5%
0.24%
+38.6%
Q2 2015$187,000
+12.0%
1,244
+13.0%
0.17%
+9.6%
Q1 2015$167,000
-34.8%
1,101
-41.3%
0.16%
-50.9%
Q3 2014$256,000
-8.6%
1,875
-4.2%
0.32%
-13.1%
Q2 2014$280,0001,9570.37%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders