Freestone Capital Holdings, LLC - 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
Freestone Capital Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$361,000
+58.3%
1,276
+45.5%
0.02%
+25.0%
Q1 2021$228,000
-99.9%
877
-0.1%
0.01%0.0%
Q4 2020$201,749,000
-36.8%
878
-49.0%
0.01%
-42.9%
Q3 2020$319,251,000
+86184.1%
1,723
-17.2%
0.02%
+425.0%
Q2 2020$370,000
-21.9%
2,080
-36.9%
0.00%
-60.0%
Q1 2020$474,000
-53.8%
3,296
-33.9%
0.01%
-52.4%
Q4 2019$1,026,000
+93.2%
4,986
+81.4%
0.02%
+61.5%
Q3 2019$531,000
-84.7%
2,748
-86.9%
0.01%
-94.5%
Q4 2018$3,478,000
+922.9%
20,947
+1099.7%
0.24%
+11700.0%
Q2 2018$340,000
-32.1%
1,746
-34.7%
0.00%
-93.1%
Q1 2018$501,000
-97.5%
2,673
-97.5%
0.03%
-97.9%
Q4 2017$20,035,000
+357.4%
105,568
+331.2%
1.39%
+344.9%
Q3 2017$4,380,000
+564.6%
24,484
+546.0%
0.31%
+511.8%
Q2 2017$659,000
+36.4%
3,790
+34.4%
0.05%
+37.8%
Q1 2017$483,000
-94.5%
2,819
-94.7%
0.04%
-95.1%
Q4 2016$8,758,00052,9720.75%
Other shareholders
ISHARES TR shareholders Q1 2022
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