RESOURCES MANAGEMENT CORP /CT/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$102
-4.7%
4110.0%0.02%0.0%
Q2 2023$107
+10600.0%
411
+37.0%
0.02%
Q1 2023$1
-99.0%
300
-24.1%
0.00%
-100.0%
Q4 2022$96
-99.9%
3950.0%0.02%0.0%
Q3 2022$87,000
-2.2%
3950.0%0.02%
+7.1%
Q2 2022$89,000
-16.0%
3950.0%0.01%
-6.7%
Q1 2022$106,000
-27.9%
395
-23.7%
0.02%
-21.1%
Q4 2021$147,000
+8.1%
5180.0%0.02%
-5.0%
Q3 2021$136,000
-2.2%
5180.0%0.02%0.0%
Q2 2021$139,000
+3.0%
5180.0%0.02%0.0%
Q1 2021$135,000
+275.0%
518
+227.8%
0.02%
+233.3%
Q4 2020$36,000
+24.1%
1580.0%0.01%
+20.0%
Q3 2020$29,000
+3.6%
1580.0%0.01%0.0%
Q2 2020$28,000
+21.7%
1580.0%0.01%0.0%
Q1 2020$23,000
-30.3%
1580.0%0.01%
-16.7%
Q4 2019$33,000
+6.5%
1580.0%0.01%0.0%
Q3 2019$31,000
+19.2%
1580.0%0.01%0.0%
Q4 2018$26,0001580.01%
Other shareholders
ISHARES TR shareholders Q4 2018
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