REDW Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$245,000
-5.4%
9140.0%0.07%
-2.7%
Q4 2021$259,000
+7.9%
9140.0%0.08%
-1.3%
Q3 2021$240,000
-2.4%
9140.0%0.08%
-2.6%
Q2 2021$246,000
-21.2%
914
-23.8%
0.08%
-25.7%
Q1 2021$312,000
+13.0%
1,1990.0%0.10%
+2.9%
Q4 2020$276,000
+24.3%
1,1990.0%0.10%
+9.7%
Q3 2020$222,000
+4.2%
1,1990.0%0.09%
-11.4%
Q2 2020$213,000
-19.9%
1,199
-7.2%
0.10%
-29.1%
Q4 2019$266,000
+6.4%
1,2920.0%0.15%
+0.7%
Q3 2019$250,000
-0.4%
1,2920.0%0.15%
-2.0%
Q2 2019$251,000
+2.4%
1,2920.0%0.15%0.0%
Q1 2019$245,000
+12.9%
1,292
-1.0%
0.15%
+0.7%
Q4 2018$217,000
-17.5%
1,3050.0%0.15%
-14.4%
Q3 2018$263,000
+3.5%
1,3050.0%0.17%
-4.4%
Q2 2018$254,000
+3.7%
1,3050.0%0.18%
-0.5%
Q1 2018$245,000
-1.2%
1,3050.0%0.18%
-5.2%
Q4 2017$248,000
+14.8%
1,305
+8.0%
0.19%
+7.8%
Q3 2017$216,000
-5.7%
1,208
-8.1%
0.18%
-20.1%
Q2 2017$229,000
+1.8%
1,3140.0%0.22%
-2.2%
Q1 2017$225,000
-6.2%
1,314
-9.6%
0.23%
-15.5%
Q4 2016$240,0001,4530.27%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders