HTG Investment Advisors, Inc. - 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
HTG Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,495,388
+3.1%
10,008
+8.2%
2.00%
+0.1%
Q2 2023$2,419,474
+23.0%
9,253
+17.7%
2.00%
+11.4%
Q1 2023$1,966,758
+29.9%
7,862
+25.6%
1.79%
+17.0%
Q4 2022$1,514,4736,2611.53%
Other shareholders
ISHARES TR shareholders Q4 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