Cordasco Financial Network - 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
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,000
-20.0%
180.0%0.00%0.0%
Q1 2022$5,0000.0%180.0%0.00%0.0%
Q4 2021$5,000
-66.7%
18
-67.9%
0.00%
-70.0%
Q3 2021$15,0000.0%560.0%0.01%0.0%
Q2 2021$15,0000.0%560.0%0.01%
-9.1%
Q1 2021$15,000
+15.4%
560.0%0.01%
+10.0%
Q4 2020$13,000
+30.0%
560.0%0.01%
+11.1%
Q3 2020$10,000
+233.3%
56
+211.1%
0.01%
+200.0%
Q2 2020$3,0000.0%180.0%0.00%0.0%
Q1 2020$3,000
-25.0%
180.0%0.00%
-25.0%
Q4 2019$4,000
+33.3%
180.0%0.00%
+33.3%
Q3 2019$3,0000.0%180.0%0.00%0.0%
Q2 2019$3,0000.0%180.0%0.00%0.0%
Q1 2019$3,0000.0%180.0%0.00%0.0%
Q4 2018$3,000
-25.0%
180.0%0.00%
-25.0%
Q3 2018$4,0000.0%180.0%0.00%0.0%
Q2 2018$4,000
+33.3%
180.0%0.00%
+33.3%
Q1 2018$3,0000.0%180.0%0.00%0.0%
Q4 2017$3,000
-25.0%
18
-10.0%
0.00%
-25.0%
Q3 2017$4,000
+33.3%
200.0%0.00%
+33.3%
Q2 2017$3,0000.0%200.0%0.00%0.0%
Q1 2017$3,000
-25.0%
20
-23.1%
0.00%
-40.0%
Q4 2016$4,0000.0%260.0%0.01%0.0%
Q3 2016$4,0000.0%260.0%0.01%0.0%
Q2 2016$4,0000.0%260.0%0.01%
+25.0%
Q1 2016$4,0000.0%260.0%0.00%0.0%
Q4 2015$4,0000.0%260.0%0.00%
+33.3%
Q3 2015$4,0000.0%260.0%0.00%0.0%
Q2 2015$4,000
-89.5%
26
-89.6%
0.00%
-88.9%
Q1 2015$38,000
+5.6%
2510.0%0.03%
-3.6%
Q4 2014$36,000
+5.9%
2510.0%0.03%
+7.7%
Q3 2014$34,000
-5.6%
2510.0%0.03%
-7.1%
Q2 2014$36,000
+2.9%
2510.0%0.03%0.0%
Q1 2014$35,000
-43.5%
251
-45.4%
0.03%
-39.1%
Q4 2013$62,0004600.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders