Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$3,0000.0%120.0%0.00%0.0%
Q4 2020$3,000
-85.7%
12
-88.5%
0.00%
-80.0%
Q4 2019$21,000
+5.0%
1040.0%0.01%0.0%
Q3 2019$20,0000.0%1040.0%0.01%0.0%
Q2 2019$20,0001040.01%
Other shareholders
ISHARES TR shareholders Q3 2019
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