Connecticut Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$84,644,364
-0.7%
339,460
+4.1%
5.78%
-2.5%
Q2 2023$85,254,777
+9.8%
326,047
+5.1%
5.93%
+1.0%
Q1 2023$77,641,703
+11.0%
310,368
+7.4%
5.87%
-1.0%
Q4 2022$69,925,118
+16.9%
289,078
+6.0%
5.93%
+6.4%
Q3 2022$59,805,000
-2.7%
272,758
+0.4%
5.57%
+3.7%
Q2 2022$61,450,000
-10.5%
271,627
+6.2%
5.37%
+2.4%
Q1 2022$68,656,000
+2.7%
255,854
+8.3%
5.25%
+1.1%
Q4 2021$66,880,000
+10.9%
236,260
+3.0%
5.19%
-1.3%
Q3 2021$60,322,000
+4.0%
229,302
+6.2%
5.26%
+3.0%
Q2 2021$58,006,000
+23.1%
215,853
+5.3%
5.11%
+2.1%
Q4 2020$47,108,000
+29.7%
204,968
+4.6%
5.00%
+24.8%
Q3 2020$36,318,000
+20.4%
195,987
+15.5%
4.01%
+7.0%
Q2 2020$30,169,000
+41.8%
169,658
+14.7%
3.74%
+17.8%
Q1 2020$21,277,000
-51.1%
147,899
-30.0%
3.18%
-33.6%
Q4 2019$43,502,000
+12.6%
211,362
+5.7%
4.79%
+0.5%
Q3 2019$38,641,000
+5.0%
199,973
+5.5%
4.76%
+4.8%
Q2 2019$36,816,000
+6.7%
189,520
+4.1%
4.54%
-61.5%
Q1 2019$34,492,000
+19.6%
182,112
+4.8%
11.82%
-5.7%
Q4 2018$28,847,000
-15.2%
173,717
+2.0%
12.53%
-16.7%
Q3 2018$34,023,000
+2.9%
170,322
+0.3%
15.05%
-4.9%
Q2 2018$33,075,000
+9.2%
169,737
+2.7%
15.82%
-7.8%
Q1 2018$30,287,000
-0.3%
165,348
+5.7%
17.16%
+5.4%
Q4 2017$30,366,000
+9.0%
156,381
+1.5%
16.28%
-0.6%
Q3 2017$27,859,000
+7.7%
154,145
+3.6%
16.37%
+4.1%
Q2 2017$25,856,000
+10.4%
148,812
+7.2%
15.72%
+10.4%
Q1 2017$23,421,000
+2.5%
138,776
+2.1%
14.24%
-2.1%
Q4 2016$22,844,000
+15.5%
135,919
+5.0%
14.55%
+2.4%
Q3 2016$19,785,000129,42114.22%
Other shareholders
ISHARES TR shareholders Q1 2018
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