Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$235,039
+85368.7%
943
-10.6%
0.11%
-14.4%
Q2 2023$275
+19.6%
1,055
+14.7%
0.13%
-5.7%
Q1 2023$230
+8.5%
920
+5.0%
0.14%
-7.9%
Q4 2022$212
-99.9%
876
-40.6%
0.15%
-74.3%
Q1 2022$396,0001,4740.59%
Other shareholders
ISHARES TR shareholders Q2 2022
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