Montz Harcus Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Montz Harcus Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$225,374
-4.6%
9040.0%0.19%
-2.0%
Q2 2023$236,338
+4.8%
904
+0.2%
0.20%
-5.8%
Q1 2023$225,554
+3.8%
902
+0.3%
0.21%
-3.7%
Q4 2022$217,395
+2.5%
899
+20.2%
0.22%
+16.1%
Q4 2021$212,0007480.19%
Other shareholders
ISHARES TR shareholders Q4 2023
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