Invst, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.

Quarter-by-quarter ownership
Invst, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,160,262
+659.2%
12,674
+696.1%
0.46%
+661.7%
Q2 2023$416,276
-56.5%
1,592
-59.1%
0.06%
-59.5%
Q1 2023$956,887
-96.3%
3,892
-96.6%
0.15%
-96.6%
Q3 2022$25,604,000
-11.6%
113,660
+0.4%
4.39%
-2.1%
Q2 2022$28,950,000
+11.0%
113,214
+3.7%
4.48%
+4.4%
Q1 2022$26,092,000
-0.9%
109,177
+9.1%
4.29%
+3.1%
Q3 2021$26,336,000
+6.4%
100,111
+5.6%
4.16%
+2.7%
Q2 2021$24,749,000
-0.6%
94,838
+3.5%
4.05%
-5.8%
Q1 2021$24,893,000
+29.3%
91,598
+9.4%
4.30%
+23.1%
Q4 2020$19,250,000
+2416.3%
83,756
+2153.3%
3.50%
+1118.1%
Q4 2019$765,000
+78.3%
3,717
+64.2%
0.29%
+48.7%
Q3 2019$429,000
-93.0%
2,264
-92.9%
0.19%
-93.7%
Q1 2019$6,130,000
+269.7%
31,932
+275.1%
3.07%
+217.9%
Q2 2018$1,658,0008,5140.97%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders