Heartwood Wealth Management Ltd - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
Heartwood Wealth Management Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$700,000
+3.6%
4,5220.0%1.19%
+19.4%
Q2 2016$676,000
+3.7%
4,5220.0%1.00%
+10.2%
Q1 2016$652,000
+3.5%
4,5220.0%0.90%
+35.2%
Q4 2015$630,0004,5220.67%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders