EVOKE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,556,019
+418.1%
26,270
+442.9%
0.23%
+425.0%
Q2 2023$1,265,311
+4.5%
4,8390.0%0.04%0.0%
Q1 2023$1,210,533
+3.2%
4,839
-0.2%
0.04%
+4.8%
Q4 2022$1,172,449
+10.3%
4,8470.0%0.04%
-2.3%
Q3 2022$1,063,000
-3.1%
4,8470.0%0.04%
+4.9%
Q2 2022$1,097,000
-15.7%
4,8470.0%0.04%
-4.7%
Q1 2022$1,301,000
-6.2%
4,847
-1.0%
0.04%
-2.3%
Q4 2021$1,387,000
+16.7%
4,898
+8.3%
0.04%
-2.2%
Q3 2021$1,189,000
-7.0%
4,523
-5.0%
0.04%
-6.2%
Q2 2021$1,279,000
+8.7%
4,761
+5.3%
0.05%
-9.4%
Q1 2021$1,177,000
+180.2%
4,523
+147.3%
0.05%
+89.3%
Q4 2020$420,000
+51.6%
1,829
+22.2%
0.03%
+27.3%
Q3 2020$277,000
-1.8%
1,497
-5.7%
0.02%
-18.5%
Q2 2020$282,000
-99.9%
1,5870.0%0.03%
-18.2%
Q1 2020$228,347,000
-88.7%
1,587
-84.8%
0.03%
-86.7%
Q3 2019$2,022,291,00010,4650.25%
Other shareholders
ISHARES TR shareholders Q1 2023
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