Bellecapital International Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Bellecapital International Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$245,360
-4.6%
9840.0%0.06%0.0%
Q2 2023$257,296
+4.5%
9840.0%0.06%
+1.6%
Q1 2023$246,157
-3.1%
984
-6.3%
0.06%
-14.1%
Q4 2022$253,985
+10.4%
1,0500.0%0.07%
+1.4%
Q3 2022$230,000
-3.4%
1,0500.0%0.07%
+6.1%
Q2 2022$238,000
-15.6%
1,0500.0%0.07%
-25.8%
Q1 2022$282,000
-5.1%
1,0500.0%0.09%
+4.7%
Q4 2021$297,000
+7.6%
1,0500.0%0.08%
+1.2%
Q3 2021$276,000
-2.1%
1,0500.0%0.08%
-2.3%
Q2 2021$282,000
+3.3%
1,0500.0%0.09%
+1.2%
Q1 2021$273,000
+13.3%
1,0500.0%0.08%
+6.2%
Q4 2020$241,000
-61.6%
1,050
-75.9%
0.08%
-80.0%
Q1 2020$627,000
-30.0%
4,3550.0%0.40%
-12.6%
Q4 2019$896,000
+6.4%
4,3550.0%0.46%
-9.1%
Q3 2019$842,000
+23.3%
4,355
+23.9%
0.50%
+18.8%
Q2 2019$683,000
+2.6%
3,5150.0%0.42%
+0.2%
Q1 2019$666,000
+14.0%
3,5150.0%0.42%
+1.9%
Q4 2018$584,000
-17.5%
3,5150.0%0.42%
-10.3%
Q3 2018$708,000
+3.4%
3,5150.0%0.46%
-6.3%
Q2 2018$685,000
+3.9%
3,5150.0%0.50%
-19.6%
Q1 2018$659,000
-1.2%
3,5150.0%0.62%
+14.3%
Q4 2017$667,000
+6.0%
3,5150.0%0.54%
-27.4%
Q3 2017$629,000
+2.9%
3,5150.0%0.74%
+38.7%
Q2 2017$611,000
+1.5%
3,5150.0%0.54%
-3.9%
Q1 2017$602,000
+3.6%
3,5150.0%0.56%
+7.7%
Q4 2016$581,0003,5150.52%
Other shareholders
ISHARES TR shareholders Q2 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