Sage Financial Management Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$4,332
+14.9%
71,316
+424.3%
2.05%
+1.4%
Q4 2023$3,770
+21.4%
13,602
+9.2%
2.02%
+8.3%
Q3 2023$3,105
+743.8%
12,451
+719.1%
1.87%
+626.8%
Q4 2022$368
-99.3%
1,520
+610.3%
0.26%
+497.7%
Q1 2021$56,0002140.04%
Other shareholders
ISHARES TR shareholders Q4 2022
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