Ground Swell Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
Ground Swell Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$940,802
+359.0%
15,489
+1784.3%
0.85%
+154.2%
Q3 2023$204,966
-1.5%
822
-13.4%
0.34%
-43.2%
Q3 2022$208,000
-8.0%
949
+12.8%
0.59%
+1.9%
Q1 2022$226,0008410.58%
Other shareholders
ISHARES TR shareholders Q2 2022
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