Coston, McIsaac & Partners - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12
+20.0%
50
+28.2%
0.01%
+66.7%
Q2 2023$10
+11.1%
390.0%0.00%0.0%
Q1 2023$9
-95.6%
39
-95.4%
0.00%
-96.2%
Q4 2022$204
-97.4%
847
+2071.8%
0.08%
+1875.0%
Q3 2022$8,0000.0%39
+14.7%
0.00%
-20.0%
Q2 2022$8,000340.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders