Winfield Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.

Quarter-by-quarter ownership
Winfield Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$323,000
-5.3%
1,2030.0%0.12%
+2.6%
Q4 2021$341,000
+12.5%
1,203
+4.3%
0.11%
+1.8%
Q3 2021$303,000
-2.3%
1,153
-28.1%
0.11%
-26.3%
Q3 2019$310,000
+6.2%
1,603
+6.7%
0.15%
+0.7%
Q2 2019$292,000
+2.5%
1,5030.0%0.15%
-0.7%
Q1 2019$285,000
-25.8%
1,503
-35.0%
0.15%
-35.3%
Q4 2018$384,000
-18.6%
2,313
-1.3%
0.24%
+0.9%
Q3 2018$472,000
+10.8%
2,343
+7.1%
0.23%
+2.2%
Q2 2018$426,000
+47.9%
2,188
+42.5%
0.23%
+47.1%
Q1 2018$288,000
+5.5%
1,535
+7.0%
0.16%
+12.3%
Q4 2017$273,000
+279.2%
1,435
+258.8%
0.14%
+263.2%
Q3 2017$72,000
+2.9%
4000.0%0.04%
-2.6%
Q2 2017$70,000
+2.9%
4000.0%0.04%0.0%
Q1 2017$68,000
-48.5%
400
-50.0%
0.04%
-51.9%
Q4 2016$132,000
+6.5%
8000.0%0.08%
+3.8%
Q3 2016$124,000
+3.3%
8000.0%0.08%0.0%
Q2 2016$120,000
+4.3%
8000.0%0.08%0.0%
Q1 2016$115,000
+3.6%
8000.0%0.08%
+5.4%
Q4 2015$111,000
+1.8%
8000.0%0.07%
-8.6%
Q3 2015$109,000
-9.2%
8000.0%0.08%
-1.2%
Q2 2015$120,000
-1.6%
8000.0%0.08%
-4.7%
Q1 2015$122,000
+5.2%
8000.0%0.09%
+1.2%
Q4 2014$116,000
-32.6%
800
-36.5%
0.08%
-33.6%
Q3 2014$172,000
-8.5%
1,259
-4.2%
0.13%
-5.9%
Q2 2014$188,000
+3.9%
1,3140.0%0.14%
-9.3%
Q1 2014$181,000
+2.8%
1,3140.0%0.15%
+3.4%
Q4 2013$176,0001,3140.14%
Other shareholders
ISHARES TR shareholders Q1 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