Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$4,189,000
-13.4%
15,610
-8.6%
1.83%
-8.4%
Q4 2021$4,835,000
+4.8%
17,081
-2.6%
2.00%
+2.7%
Q3 2021$4,612,000
-6.5%
17,530
-4.5%
1.94%
-2.3%
Q2 2021$4,934,000
-3.0%
18,359
-6.1%
1.99%
-13.3%
Q1 2021$5,087,000
-28.9%
19,545
-37.2%
2.30%
-31.4%
Q4 2020$7,155,000
+8.3%
31,133
-12.7%
3.34%
-3.4%
Q3 2020$6,606,000
-15.8%
35,651
-19.2%
3.46%
-19.4%
Q2 2020$7,843,000
-29.4%
44,107
-42.8%
4.30%
-35.6%
Q1 2020$11,102,000
-28.9%
77,174
+1.7%
6.67%
-0.8%
Q4 2019$15,620,000
+18.4%
75,891
+11.1%
6.73%
+10.5%
Q3 2019$13,194,000
+3.9%
68,282
+4.5%
6.09%
+0.4%
Q2 2019$12,697,000
+4.3%
65,359
+1.7%
6.07%
-6.2%
Q1 2019$12,170,00064,2576.46%
Other shareholders
ISHARES TR shareholders Q2 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