AJ WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,243,996
+4.7%
12,406
+0.2%
0.16%
-2.5%
Q1 2023$3,098,746
+153000.1%
12,387
+48.0%
0.16%
+51.9%
Q4 2022$2,024
-99.9%
8,367
+1.1%
0.11%0.0%
Q3 2022$1,814,000
-2.6%
8,274
+0.5%
0.11%
+8.2%
Q2 2022$1,863,000
+380.2%
8,236
+469.6%
0.10%
+415.8%
Q1 2022$388,000
-5.1%
1,4460.0%0.02%0.0%
Q4 2021$409,000
+7.6%
1,4460.0%0.02%
-9.5%
Q3 2021$380,000
-2.3%
1,4460.0%0.02%
-8.7%
Q2 2021$389,000
+3.5%
1,4460.0%0.02%
-14.8%
Q1 2021$376,000
+13.3%
1,4460.0%0.03%
-6.9%
Q4 2020$332,000
+23.9%
1,4460.0%0.03%
+7.4%
Q3 2020$268,000
-57.5%
1,446
-59.3%
0.03%
-61.4%
Q2 2020$631,000
+23.5%
3,5510.0%0.07%
+1.4%
Q1 2020$511,0003,5510.07%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 807,950$185,691,00048.10%
HBC Financial Services, PLLC 156,042$37,647,00029.19%
Leonard Rickey Investment Advisors P.L.L.C. 251,800$57,871,00026.35%
LVZ, Inc. 512,651$117,823,00019.70%
Harbor Group, Inc. 108,514$26,235,00019.60%
New England Professional Planning Group Inc. 110,214$25,332,00017.85%
Independence Wealth Advisors, Inc. 34,337$7,892,00017.70%
ARKANSAS FINANCIAL GROUP, INC. 301,276$69,242,00017.66%
Millburn Ridgefield Corp 1,000,302$229,899,00017.53%
FFT WEALTH MANAGEMENT LLC 220,612$50,703,00017.44%
View complete list of ISHARES TR shareholders