SP Asset Management LLC - 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
SP Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$479,229
-4.6%
1,9220.0%0.05%
-3.6%
Q2 2023$502,542
+4.6%
1,922
+0.1%
0.06%
-5.1%
Q1 2023$480,335
-8.0%
1,920
-11.1%
0.06%
-15.7%
Q4 2022$522,3422,1590.07%
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