Farther Finance Advisors, 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
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,511,112
+101.1%
18,091
+110.8%
0.71%
+44.5%
Q2 2023$2,243,731
+38.4%
8,581
+32.4%
0.49%
+3.4%
Q1 2023$1,620,744
+100.3%
6,479
+93.7%
0.47%
+51.4%
Q4 2022$809,0623,3450.31%
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