SkyOak Wealth, LLC - 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
SkyOak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$215,688
-4.6%
8650.0%0.06%
-1.6%
Q2 2023$226,180
-1.2%
865
-5.5%
0.06%
-8.6%
Q1 2023$228,896
-25.0%
915
-19.5%
0.07%
-17.6%
Q1 2022$305,000
-5.3%
1,1360.0%0.08%
+3.7%
Q4 2021$322,000
+7.3%
1,136
-0.4%
0.08%
+1.2%
Q3 2021$300,000
-0.7%
1,140
+1.6%
0.08%0.0%
Q2 2021$302,000
-2.3%
1,1220.0%0.08%
-5.8%
Q1 2021$309,000
-28.5%
1,122
-40.3%
0.09%
-35.8%
Q4 2020$432,000
+24.1%
1,8800.0%0.13%
+7.2%
Q3 2020$348,000
-6.7%
1,880
-10.4%
0.12%
-9.4%
Q2 2020$373,000
+21.1%
2,098
-2.1%
0.14%
-12.1%
Q1 2020$308,000
-30.3%
2,144
-0.1%
0.16%
+14.6%
Q4 2019$442,0002,1470.14%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders