Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$789,0000.0%2,9980.0%0.57%0.0%
Q3 2021$789,000
+2.6%
2,998
+4.8%
0.57%
+6.2%
Q2 2021$769,000
+1.5%
2,862
-1.8%
0.54%
-2.7%
Q1 2021$758,0002,9140.55%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders