AFFINIA FINANCIAL GROUP, 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
AFFINIA FINANCIAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,212,524
+10.0%
11,958
+2.0%
2.23%
+3.0%
Q1 2023$2,920,030
+23.9%
11,725
+24.6%
2.16%
+7.9%
Q4 2022$2,355,921
+393.9%
9,407
+144.7%
2.00%
+542.0%
Q4 2019$477,0003,8440.31%
Other shareholders
ISHARES TR shareholders Q1 2023
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