RPg Family Wealth Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.

Quarter-by-quarter ownership
RPg Family Wealth Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$370,723
-4.2%
1,4800.0%0.15%
-1.9%
Q2 2023$386,990
-1.8%
1,480
-6.0%
0.16%
-28.2%
Q1 2023$394,002
+3.4%
1,5750.0%0.22%
-17.2%
Q4 2022$380,977
-1.6%
1,575
-1.2%
0.26%
+27.9%
Q3 2022$387,000
+7.2%
1,5940.0%0.20%
-5.1%
Q2 2022$361,000
-99.9%
1,5940.0%0.22%
+18.1%
Q1 2022$427,734,000
-5.2%
1,5940.0%0.18%
+2.2%
Q4 2021$451,230,000
+5.3%
1,594
-2.1%
0.18%
-1.7%
Q3 2021$428,541,000
-2.1%
1,6290.0%0.18%
+2.3%
Q2 2021$437,761,000
+0.1%
1,629
-14.4%
0.18%
-14.1%
Q4 2020$437,366,000
+24.0%
1,9030.0%0.21%
+11.4%
Q3 2020$352,645,000
+1.0%
1,903
-3.1%
0.18%
-13.1%
Q2 2020$349,061,000
+18.5%
1,963
-4.2%
0.21%
-7.0%
Q1 2020$294,625,000
-77.4%
2,048
-67.6%
0.23%
-69.4%
Q4 2019$1,302,635,000
+9.6%
6,329
+2.9%
0.75%
+4.0%
Q3 2019$1,188,365,000
-35.6%
6,150
-35.3%
0.72%
-34.3%
Q2 2019$1,846,636,000
+7.7%
9,506
+5.0%
1.10%
+8.2%
Q1 2019$1,714,449,000
+463.6%
9,052
+394.1%
1.01%
+242.2%
Q4 2018$304,221,000
-26.5%
1,832
-10.9%
0.30%
-5.1%
Q3 2018$414,056,000
-7.7%
2,057
-10.7%
0.31%
-10.3%
Q2 2018$448,773,000
+74.0%
2,304
+67.6%
0.35%
+64.9%
Q1 2018$257,908,000
+56.2%
1,375
+58.0%
0.21%
+50.7%
Q4 2017$165,108,000
+0.3%
870
-5.4%
0.14%
+3.7%
Q3 2017$164,588,000
-12.0%
920
-14.4%
0.14%
-17.2%
Q2 2017$186,996,000
+1.6%
1,0750.0%0.16%
+7.2%
Q1 2017$184,061,000
+16.3%
1,075
+12.3%
0.15%
+11.8%
Q4 2016$158,230,0009570.14%
Other shareholders
ISHARES TR shareholders Q3 2022
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