Smithfield Trust Co - 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
Smithfield Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,344
-7.2%
53,589
-2.5%
0.82%
-5.5%
Q2 2023$14,384
+5.2%
54,984
+0.9%
0.87%
-0.9%
Q1 2023$13,672
+4.8%
54,514
+1.0%
0.88%
-0.1%
Q4 2022$13,041
-99.9%
53,970
+10.2%
0.88%
+13.5%
Q3 2022$10,721,000
+10.0%
48,956
+13.6%
0.77%
+12.7%
Q2 2022$9,748,000
-13.7%
43,114
+2.4%
0.69%
-5.6%
Q1 2022$11,301,000
-0.3%
42,094
+5.1%
0.73%
+3.6%
Q4 2021$11,334,000
+9.2%
40,039
+1.6%
0.70%
+2.3%
Q3 2021$10,378,000
-4.6%
39,418
-2.7%
0.69%
-4.9%
Q2 2021$10,882,000
-1.3%
40,497
-4.4%
0.72%
-5.1%
Q1 2021$11,021,000
+10.4%
42,345
-2.5%
0.76%
+4.7%
Q4 2020$9,980,000
+31.0%
43,422
+5.6%
0.73%
+16.9%
Q3 2020$7,618,000
+20.8%
41,108
+15.9%
0.62%
+9.5%
Q2 2020$6,308,000
+40.9%
35,473
+14.0%
0.57%
+20.9%
Q1 2020$4,478,000
-21.3%
31,127
+12.6%
0.47%
-11.2%
Q4 2019$5,688,000
+1.9%
27,638
-4.3%
0.53%
-4.5%
Q3 2019$5,581,000
-0.6%
28,882
-0.0%
0.55%
-4.8%
Q2 2019$5,613,000
+4.1%
28,891
+1.5%
0.58%
-0.5%
Q1 2019$5,390,000
+25.2%
28,456
+9.7%
0.58%
+16.3%
Q4 2018$4,306,000
+27.8%
25,934
+54.9%
0.50%
+37.5%
Q3 2018$3,370,000
-2.0%
16,742
-5.2%
0.36%
-8.1%
Q2 2018$3,439,000
+15.9%
17,659
+11.6%
0.40%
+10.3%
Q1 2018$2,968,000
+9.8%
15,823
+11.1%
0.36%
+9.1%
Q4 2017$2,704,000
+13.5%
14,248
+7.0%
0.33%
+2.2%
Q3 2017$2,382,000
+59.4%
13,317
+55.0%
0.32%
+47.5%
Q2 2017$1,494,000
+55.5%
8,589
+53.1%
0.22%
+45.0%
Q1 2017$961,000
+5.8%
5,611
+2.2%
0.15%
-0.7%
Q4 2016$908,000
+187.3%
5,489
+168.7%
0.15%
+171.4%
Q3 2016$316,000
+50.5%
2,043
+45.0%
0.06%
+43.6%
Q2 2016$210,000
+1.9%
1,409
-1.5%
0.04%
-2.5%
Q1 2016$206,000
+25.6%
1,430
+21.3%
0.04%
+17.6%
Q4 2015$164,000
+62.4%
1,179
+60.6%
0.03%
+54.5%
Q3 2015$101,000
-9.0%
734
-0.9%
0.02%0.0%
Q2 2015$111,000
-1.8%
7410.0%0.02%0.0%
Q1 2015$113,000
-20.4%
741
-24.5%
0.02%
-24.1%
Q4 2014$142,000
+42.0%
981
+34.4%
0.03%
+45.0%
Q3 2014$100,000
-4.8%
7300.0%0.02%
-4.8%
Q2 2014$105,000
+4.0%
7300.0%0.02%
+5.0%
Q1 2014$101,000
+5.2%
730
+2.2%
0.02%
+5.3%
Q4 2013$96,000
+5.5%
714
-2.1%
0.02%
-9.5%
Q3 2013$91,000
+9.6%
729
+0.7%
0.02%
+5.0%
Q2 2013$83,0007240.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders