Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$25,000
+19.0%
1460.0%0.01%0.0%
Q1 2020$21,000
-30.0%
1460.0%0.01%
-16.7%
Q4 2019$30,000
+7.1%
1460.0%0.01%0.0%
Q1 2019$28,000
+16.7%
1460.0%0.01%
-14.3%
Q4 2018$24,0001460.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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