Cypress Point Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$22,000
+83.3%
86
+100.0%
0.01%
-11.1%
Q2 2021$12,000
+9.1%
430.0%0.01%
-18.2%
Q1 2021$11,000
+10.0%
430.0%0.01%
-26.7%
Q4 2020$10,000430.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders