FORTE ASSET MANAGEMENT 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
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,522,217
-3.5%
6,077
+0.7%
1.02%
-0.1%
Q2 2023$1,578,032
-3.3%
6,035
-7.5%
1.02%
-5.2%
Q1 2023$1,632,544
-1.6%
6,526
-4.9%
1.08%
-0.2%
Q4 2022$1,659,124
+10.8%
6,859
+0.5%
1.08%
+8.9%
Q3 2022$1,497,000
-6.3%
6,826
-3.4%
0.99%
-10.2%
Q2 2022$1,598,0007,0641.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders