Compass Financial Group, INC/SD - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
Compass Financial Group, INC/SD ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$240,212
+6.0%
867
-4.6%
0.06%
-7.4%
Q3 2023$226,659
-5.2%
909
-0.5%
0.07%
-4.2%
Q2 2023$238,993
+4.5%
9140.0%0.07%
-5.3%
Q1 2023$228,646
+0.3%
914
-2.9%
0.08%
-8.5%
Q4 2022$228,0009410.08%
Other shareholders
ISHARES TR shareholders Q3 2023
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