REBALANCE, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
REBALANCE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,986,520
-3.8%
11,977
+0.9%
0.29%
-1.4%
Q2 2023$3,104,871
+5.7%
11,874
+1.2%
0.29%
+1.4%
Q1 2023$2,936,393
+3.6%
11,738
+0.1%
0.29%
-1.4%
Q4 2022$2,834,97811,7210.29%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 807,950$185,691,00048.10%
HBC Financial Services, PLLC 156,042$37,647,00029.19%
Leonard Rickey Investment Advisors P.L.L.C. 251,800$57,871,00026.35%
LVZ, Inc. 512,651$117,823,00019.70%
Harbor Group, Inc. 108,514$26,235,00019.60%
New England Professional Planning Group Inc. 110,214$25,332,00017.85%
Independence Wealth Advisors, Inc. 34,337$7,892,00017.70%
ARKANSAS FINANCIAL GROUP, INC. 301,276$69,242,00017.66%
Millburn Ridgefield Corp 1,000,302$229,899,00017.53%
FFT WEALTH MANAGEMENT LLC 220,612$50,703,00017.44%
View complete list of ISHARES TR shareholders