Jordan Park Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.

Quarter-by-quarter ownership
Jordan Park Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$406,441
-4.6%
1,6300.0%0.03%
+3.6%
Q2 2023$426,212
+4.5%
1,6300.0%0.03%
+3.7%
Q1 2023$407,761
+3.4%
1,6300.0%0.03%
-12.9%
Q4 2022$394,281
+10.4%
1,6300.0%0.03%
+10.7%
Q3 2022$357,000
-3.3%
1,6300.0%0.03%
-22.2%
Q2 2022$369,000
-15.6%
1,6300.0%0.04%
-7.7%
Q1 2022$437,000
-5.2%
1,6300.0%0.04%
+18.2%
Q4 2021$461,000
+7.5%
1,6300.0%0.03%
+65.0%
Q3 2021$429,000
+42.1%
1,6300.0%0.02%
-25.9%
Q3 2020$302,000
+4.1%
1,6300.0%0.03%
-3.6%
Q2 2020$290,000
+23.9%
1,6300.0%0.03%
+47.4%
Q1 2020$234,000
-30.1%
1,6300.0%0.02%
-20.8%
Q4 2019$335,000
+6.3%
1,6300.0%0.02%
-7.7%
Q3 2019$315,000
-0.6%
1,6300.0%0.03%
-10.3%
Q2 2019$317,000
+17.0%
1,6300.0%0.03%
-29.3%
Q4 2018$271,000
-58.9%
1,630
-50.0%
0.04%
-62.4%
Q3 2018$659,000
+106.6%
3,260
+100.0%
0.11%
+127.1%
Q2 2018$319,000
-0.3%
1,630
-4.5%
0.05%
-36.0%
Q1 2018$320,0001,7060.08%
Other shareholders
ISHARES TR shareholders Q2 2019
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