Annex Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$322,000
-96.9%
1,424
-97.2%
0.02%
-98.2%
Q4 2019$10,336,000
+4.3%
50,218
-2.1%
1.25%
-6.0%
Q3 2019$9,912,000
-1.5%
51,295
-1.0%
1.33%
-6.0%
Q2 2019$10,065,000
+0.0%
51,807
-2.5%
1.42%
-6.0%
Q1 2019$10,062,000
+12.6%
53,123
-1.3%
1.51%
+7.0%
Q4 2018$8,940,000
-17.1%
53,837
+0.5%
1.41%
-15.4%
Q3 2018$10,783,000
+1.4%
53,569
-1.8%
1.67%
-8.1%
Q2 2018$10,630,000
+2.7%
54,572
-1.1%
1.81%
-3.8%
Q1 2018$10,352,000
-4.1%
55,187
-2.9%
1.88%
-7.7%
Q4 2017$10,790,000
+1.6%
56,855
-4.2%
2.04%
-6.3%
Q3 2017$10,622,000
+9.5%
59,375
+6.5%
2.18%
+1.1%
Q2 2017$9,702,000
+7.3%
55,777
+5.7%
2.15%
-4.1%
Q1 2017$9,039,000
+7.6%
52,794
+3.9%
2.25%
+10.1%
Q4 2016$8,400,000
+12.0%
50,805
+4.8%
2.04%
+4.6%
Q3 2016$7,498,000
+3.5%
48,465
-0.1%
1.95%
-0.6%
Q2 2016$7,245,000
+6.3%
48,496
+2.6%
1.96%
+1.5%
Q1 2016$6,815,000
+0.0%
47,264
-3.4%
1.93%
-3.2%
Q4 2015$6,814,000
+6.0%
48,907
+3.9%
2.00%
-4.5%
Q3 2015$6,430,000
-5.3%
47,065
+3.9%
2.09%
-4.0%
Q2 2015$6,791,000
+4.0%
45,281
+5.4%
2.18%
+3.7%
Q1 2015$6,527,000
+6.9%
42,947
+1.8%
2.10%
+10.3%
Q4 2014$6,106,000
+4.5%
42,169
-1.3%
1.90%
-3.7%
Q3 2014$5,845,000
+0.1%
42,745
+4.8%
1.98%
-0.9%
Q2 2014$5,838,000
+17.2%
40,804
+12.6%
1.99%
+7.7%
Q1 2014$4,982,000
-9.7%
36,243
-12.1%
1.85%
-12.6%
Q4 2013$5,517,000
+42.0%
41,230
+31.8%
2.12%
+17.1%
Q3 2013$3,884,000
+34.2%
31,288
+24.8%
1.81%
+13.2%
Q2 2013$2,895,00025,0651.60%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 807,950$185,691,00048.10%
HBC Financial Services, PLLC 156,042$37,647,00029.19%
Leonard Rickey Investment Advisors P.L.L.C. 251,800$57,871,00026.35%
LVZ, Inc. 512,651$117,823,00019.70%
Harbor Group, Inc. 108,514$26,235,00019.60%
New England Professional Planning Group Inc. 110,214$25,332,00017.85%
Independence Wealth Advisors, Inc. 34,337$7,892,00017.70%
ARKANSAS FINANCIAL GROUP, INC. 301,276$69,242,00017.66%
Millburn Ridgefield Corp 1,000,302$229,899,00017.53%
FFT WEALTH MANAGEMENT LLC 220,612$50,703,00017.44%
View complete list of ISHARES TR shareholders