Burleson & Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,270 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$4,000
-99.8%
16
-99.9%
0.00%
-99.9%
Q4 2019$2,558,000
-57.5%
12,306
-60.2%
0.72%
-65.8%
Q3 2019$6,015,000
+12.8%
30,917
+12.0%
2.10%
-6.6%
Q2 2019$5,334,000
-33.3%
27,608
-31.6%
2.25%
-33.8%
Q1 2019$7,997,000
+384.1%
40,391
+369.3%
3.39%
+297.9%
Q4 2018$1,652,0008,6060.85%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 808,003$149,731,00049.04%
Leonard Rickey Investment Advisors P.L.L.C. 252,796$46,846,00029.31%
HBC Financial Services, PLLC 158,889$33,035,00027.85%
LVZ, Inc. 497,718$92,232,00019.00%
FFT WEALTH MANAGEMENT LLC 234,858$43,522,00018.70%
New England Professional Planning Group Inc. 110,033$22,260,00017.72%
Millburn Ridgefield Corp 1,257,730$233,070,00017.30%
Independence Wealth Advisors, Inc. 35,380$6,556,00016.92%
ARKANSAS FINANCIAL GROUP, INC. 308,888$57,240,00016.83%
TRUEFG, LLC 119,419$22,130,00015.39%
View complete list of ISHARES TR shareholders