Essex Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$805,000
-36.8%
3,000
-33.3%
2.17%
+101.8%
Q4 2021$1,274,000
+6.9%
4,500
-0.7%
1.08%
-0.6%
Q3 2021$1,192,000
-7.7%
4,533
-5.6%
1.08%
-8.1%
Q2 2021$1,291,000
+3.3%
4,8030.0%1.18%
-1.2%
Q1 2021$1,250,000
+13.3%
4,8030.0%1.19%
+10.8%
Q4 2020$1,103,000
+23.9%
4,8030.0%1.08%
+16.9%
Q3 2020$890,000
+3.4%
4,803
-0.9%
0.92%
-7.8%
Q2 2020$861,000
+199.0%
4,847
+142.0%
1.00%
+165.7%
Q1 2020$288,000
-65.0%
2,003
-50.0%
0.38%
-54.9%
Q4 2019$823,0004,0030.83%
Other shareholders
ISHARES TR shareholders Q1 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