Stephens Consulting, 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
Stephens Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$662,631
-4.6%
2,6570.0%0.27%
-2.2%
Q2 2023$694,866
+12.9%
2,657
+8.0%
0.28%
-25.9%
Q1 2023$615,706
+21.8%
2,461
+17.8%
0.37%
+10.4%
Q4 2022$505,551
-1.1%
2,090
-10.3%
0.34%
-26.8%
Q3 2022$511,034
+55.1%
2,331
+60.1%
0.46%
+71.3%
Q2 2022$329,500
+63.6%
1,456
+94.1%
0.27%
+62.4%
Q1 2022$201,347
-1.1%
750
+4.3%
0.16%
-2.4%
Q4 2021$203,5987190.17%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 807,950$185,691,00048.10%
HBC Financial Services, PLLC 156,042$37,647,00029.19%
Leonard Rickey Investment Advisors P.L.L.C. 251,800$57,871,00026.35%
LVZ, Inc. 512,651$117,823,00019.70%
Harbor Group, Inc. 108,514$26,235,00019.60%
New England Professional Planning Group Inc. 110,214$25,332,00017.85%
Independence Wealth Advisors, Inc. 34,337$7,892,00017.70%
ARKANSAS FINANCIAL GROUP, INC. 301,276$69,242,00017.66%
Millburn Ridgefield Corp 1,000,302$229,899,00017.53%
FFT WEALTH MANAGEMENT LLC 220,612$50,703,00017.44%
View complete list of ISHARES TR shareholders