Tiedemann Wealth Management Holdings, LLC - 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
Tiedemann Wealth Management Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$506,000
-77.1%
2,907
-77.5%
18.85%
+111.6%
Q1 2017$2,209,000
-49.3%
12,903
-51.1%
8.91%
-8.2%
Q4 2016$4,359,000
-15.6%
26,362
-21.0%
9.70%
-24.2%
Q3 2016$5,166,00033,38912.80%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders