VisionPoint Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$229,000
-25.9%
1,112
-31.7%
0.10%
+11.8%
Q3 2019$309,000
-40.7%
1,628
-39.3%
0.08%
-43.3%
Q2 2019$521,000
-31.2%
2,684
-32.9%
0.15%
-29.6%
Q1 2019$757,000
+135.1%
3,999
+106.5%
0.21%
+104.8%
Q4 2018$322,0001,9370.10%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders