Outlook Wealth Advisors, 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
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,374,000
-21.9%
6,075
-7.4%
0.56%
-4.6%
Q1 2022$1,760,000
-7.1%
6,560
-2.0%
0.59%
+5.9%
Q4 2021$1,894,000
-8.6%
6,692
-15.0%
0.56%
-18.0%
Q3 2021$2,072,000
-5.2%
7,875
-3.2%
0.68%
-3.0%
Q2 2021$2,186,000
+12.7%
8,134
-39.6%
0.70%
-36.2%
Q1 2020$1,939,000
-8.0%
13,478
+31.6%
1.10%
-7.8%
Q4 2019$2,108,000
+48.8%
10,241
+39.7%
1.19%
+40.8%
Q3 2019$1,417,000
+69.3%
7,333
+70.3%
0.84%
+52.9%
Q2 2019$837,000
+289.3%
4,305
+280.0%
0.55%
+211.9%
Q1 2019$215,0001,1330.18%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders