MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$2,784,000
-49.0%
19,350
-31.4%
0.82%
-46.6%
Q3 2019$5,454,000
-13.8%
28,227
-13.3%
1.53%
-16.9%
Q2 2019$6,326,000
-3.5%
32,564
-6.0%
1.84%
-11.4%
Q1 2019$6,558,000
+18.0%
34,626
+3.5%
2.08%
-1.3%
Q4 2018$5,556,00033,4572.11%
Other shareholders
ISHARES TR shareholders Q2 2019
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