Epstein & White Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.

Quarter-by-quarter ownership
Epstein & White Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,996,000
+5.6%
14,875
+2.3%
1.05%
-4.3%
Q1 2021$3,783,000
+18.4%
14,545
+4.8%
1.10%
+12.2%
Q4 2020$3,196,000
+22.0%
13,876
-1.6%
0.98%
+4.9%
Q3 2020$2,619,000
+7.4%
14,108
+2.9%
0.94%
+1.2%
Q2 2020$2,438,000
+47.3%
13,716
+19.1%
0.92%
+33.3%
Q1 2020$1,655,000
-51.1%
11,514
-32.0%
0.69%
-68.8%
Q3 2018$3,386,00016,9272.22%
Other shareholders
ISHARES TR shareholders Q3 2018
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