RVW Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.

Quarter-by-quarter ownership
RVW Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$321,771
+9.4%
1,161
-1.6%
0.04%0.0%
Q3 2023$294,233
-34.4%
1,180
-31.2%
0.04%
-34.0%
Q2 2023$448,438
+32.2%
1,715
+26.5%
0.05%
+26.2%
Q1 2023$339,217
-13.8%
1,356
-16.6%
0.04%
-16.0%
Q4 2022$393,313
+4.3%
1,626
-5.4%
0.05%
-5.7%
Q3 2022$377,000
-3.1%
1,7190.0%0.05%
+1.9%
Q2 2022$389,000
-13.6%
1,719
+2.6%
0.05%0.0%
Q1 2022$450,000
+13.1%
1,676
+19.2%
0.05%
+18.2%
Q4 2021$398,0001,4060.0%0.04%
Q3 2021$01,4060.0%0.00%
Q2 2021$0
-100.0%
1,406
+1.4%
0.00%
-100.0%
Q1 2021$1,000,0000.0%1,3870.0%0.13%
-10.9%
Q4 2020$1,000,000
+289.1%
1,3870.0%0.15%
+241.9%
Q3 2020$257,000
-62.2%
1,387
-70.6%
0.04%
-73.0%
Q1 2020$680,000
-51.1%
4,725
-30.0%
0.16%
-47.7%
Q4 2019$1,390,000
+8.8%
6,752
+2.2%
0.30%0.0%
Q3 2019$1,277,0006,6090.30%
Other shareholders
ISHARES TR shareholders Q4 2021
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