NEW ENGLAND GUILD WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.

Quarter-by-quarter ownership
NEW ENGLAND GUILD WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,613
-99.9%
6,669
-6.1%
0.85%
-9.7%
Q3 2022$1,557,000
-8.9%
7,103
-6.0%
0.94%
-10.8%
Q2 2022$1,710,000
+14.2%
7,560
+35.4%
1.06%
+32.9%
Q1 2022$1,498,000
-5.1%
5,582
+0.1%
0.79%
+0.5%
Q4 2021$1,579,000
+7.6%
5,578
+0.0%
0.79%
+1.7%
Q3 2021$1,467,000
-2.2%
5,576
-0.1%
0.78%
-4.5%
Q2 2021$1,500,000
-6.0%
5,582
-8.9%
0.81%
-9.3%
Q1 2021$1,595,000
+7.2%
6,126
-5.4%
0.90%
+1.6%
Q4 2020$1,488,000
+18.4%
6,474
-4.5%
0.88%
+0.6%
Q3 2020$1,257,000
+4.1%
6,782
-0.2%
0.88%
-1.0%
Q2 2020$1,208,000
+26.1%
6,796
+2.1%
0.89%
+3.1%
Q1 2020$958,000
-72.4%
6,658
-60.5%
0.86%
-65.5%
Q4 2019$3,473,000
-6.6%
16,873
-12.3%
2.49%
-6.7%
Q3 2019$3,719,000
+11.3%
19,249
+11.9%
2.67%
+7.7%
Q2 2019$3,340,000
-4.6%
17,195
-7.0%
2.48%
-6.3%
Q1 2019$3,501,000
+13.3%
18,487
-0.7%
2.65%
+2.2%
Q4 2018$3,091,000
-24.1%
18,615
-8.0%
2.59%
-29.5%
Q3 2018$4,074,000
+1.9%
20,240
-1.4%
3.68%
+0.7%
Q2 2018$3,998,000
+9.2%
20,526
+5.1%
3.65%
+5.3%
Q1 2018$3,662,000
-0.1%
19,524
+1.1%
3.47%
-1.1%
Q4 2017$3,664,00019,3073.51%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders