Claybrook Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.

Quarter-by-quarter ownership
Claybrook Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$2,620,000
+40.2%
9,748
+8.3%
0.85%
-1.7%
Q4 2019$1,869,000
+7.5%
9,0000.0%0.87%
-2.9%
Q3 2019$1,739,000
-0.5%
9,0000.0%0.90%
-2.5%
Q2 2019$1,748,000
+2.5%
9,0000.0%0.92%
+2.7%
Q1 2019$1,705,000
-76.9%
9,000
-79.7%
0.89%
-56.8%
Q4 2018$7,370,000
+306.7%
44,380
+393.1%
2.07%
+96.0%
Q3 2018$1,812,000
+3.4%
9,0000.0%1.06%
-4.0%
Q2 2018$1,753,000
+3.9%
9,0000.0%1.10%
-0.3%
Q1 2018$1,688,000
-1.2%
9,0000.0%1.10%
-9.2%
Q4 2017$1,708,0009,0001.21%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders