Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$340,587
+96383.6%
5,8200.0%0.02%
-7.7%
Q1 2024$353
+7.0%
5,820
+389.1%
0.03%
-3.7%
Q4 2023$330
+7.8%
1,190
-3.5%
0.03%
+3.8%
Q3 2023$306
-5.0%
1,2330.0%0.03%
-3.7%
Q2 2023$322
+11.8%
1,233
+7.7%
0.03%0.0%
Q1 2023$288
+4.0%
1,1450.0%0.03%
-3.6%
Q4 2022$277
-99.5%
1,145
+377.1%
0.03%
+366.7%
Q3 2022$53,000
-41.1%
240
-29.0%
0.01%
-40.0%
Q1 2022$90,000
-6.2%
3380.0%0.01%
-16.7%
Q4 2021$96,000
+174.3%
338
+158.0%
0.01%
+140.0%
Q3 2021$35,0000.0%1310.0%0.01%0.0%
Q2 2021$35,000
+169.2%
131
+167.3%
0.01%
+66.7%
Q1 2021$13,000
-56.7%
49
-62.6%
0.00%
-50.0%
Q4 2020$30,000
+25.0%
1310.0%0.01%
+20.0%
Q3 2020$24,000
+166.7%
131
+167.3%
0.01%
+150.0%
Q2 2020$9,000
+28.6%
490.0%0.00%0.0%
Q1 2020$7,000
-69.6%
49
-55.9%
0.00%
-66.7%
Q4 2019$23,000
+4.5%
111
-4.3%
0.01%
-14.3%
Q3 2019$22,000
-66.7%
116
-65.5%
0.01%
-66.7%
Q2 2019$66,000
+46.7%
336
+39.4%
0.02%
+31.2%
Q1 2019$45,000
+40.6%
241
+22.3%
0.02%
+23.1%
Q4 2018$32,000
-20.0%
197
-2.0%
0.01%
-13.3%
Q3 2018$40,000
-29.8%
201
-30.4%
0.02%
-21.1%
Q2 2018$57,000
+78.1%
289
+67.1%
0.02%
+18.8%
Q1 2018$32,000
+52.4%
173
+54.5%
0.02%
+100.0%
Q4 2017$21,000
+133.3%
112
+124.0%
0.01%
+100.0%
Q3 2017$9,0000.0%500.0%0.00%
-20.0%
Q2 2017$9,0000.0%500.0%0.01%0.0%
Q1 2017$9,000
+12.5%
500.0%0.01%0.0%
Q4 2016$8,000
-74.2%
50
-75.1%
0.01%
-75.0%
Q3 2016$31,000
+342.9%
201
+302.0%
0.02%
+300.0%
Q2 2016$7,0000.0%500.0%0.01%0.0%
Q1 2016$7,000
-87.9%
50
-88.0%
0.01%
-86.8%
Q4 2015$58,0004160.04%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 808,003$149,731,00049.04%
Leonard Rickey Investment Advisors P.L.L.C. 252,796$46,846,00029.31%
HBC Financial Services, PLLC 158,889$33,035,00027.85%
LVZ, Inc. 497,718$92,232,00019.00%
FFT WEALTH MANAGEMENT LLC 234,858$43,522,00018.70%
New England Professional Planning Group Inc. 110,033$22,260,00017.72%
Millburn Ridgefield Corp 1,257,730$233,070,00017.30%
Independence Wealth Advisors, Inc. 35,380$6,556,00016.92%
ARKANSAS FINANCIAL GROUP, INC. 308,888$57,240,00016.83%
TRUEFG, LLC 119,419$22,130,00015.39%
View complete list of ISHARES TR shareholders