Schechter Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
Schechter Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$498,949
+68.6%
2,001
+47.9%
0.05%
+65.5%
Q3 2022$296,000
-67.1%
1,353
-66.0%
0.03%
-67.0%
Q2 2022$900,000
+12.1%
3,975
+32.9%
0.09%
+17.3%
Q1 2022$803,0002,9910.08%
Other shareholders
ISHARES TR shareholders Q1 2022
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