CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,752,681
-4.6%
7,0290.0%0.07%0.0%
Q2 2023$1,837,943
+4.5%
7,0290.0%0.07%0.0%
Q1 2023$1,758,375
+3.4%
7,0290.0%0.07%0.0%
Q4 2022$1,700,245
+10.1%
7,029
-0.2%
0.07%
+2.8%
Q3 2022$1,544,000
-3.1%
7,0440.0%0.07%
+4.3%
Q2 2022$1,594,000
-15.7%
7,0440.0%0.07%
-1.4%
Q1 2022$1,890,000
-5.2%
7,0440.0%0.07%0.0%
Q4 2021$1,994,000
-0.4%
7,0440.0%0.07%
-4.1%
Q3 2021$2,003,000
+6.3%
7,0440.0%0.07%
+1.4%
Q2 2021$1,884,000
-8.3%
7,044
-10.7%
0.07%
-15.3%
Q1 2021$2,054,000
+13.2%
7,8910.0%0.08%
+7.6%
Q4 2020$1,814,000
+21.8%
7,891
-1.8%
0.08%
+11.3%
Q3 2020$1,489,000
+5.5%
8,037
+1.3%
0.07%
-2.7%
Q2 2020$1,411,000
+22.7%
7,937
-0.7%
0.07%
+4.3%
Q1 2020$1,150,000
-11.5%
7,993
+26.6%
0.07%
+11.1%
Q4 2019$1,299,000
+6.5%
6,3120.0%0.06%0.0%
Q3 2019$1,220,000
-0.5%
6,3120.0%0.06%
-3.1%
Q2 2019$1,226,000
+2.4%
6,312
-0.1%
0.06%
+1.6%
Q1 2019$1,197,000
+16.7%
6,321
+2.3%
0.06%
+3.2%
Q4 2018$1,026,000
+90.0%
6,180
+130.3%
0.06%
+121.4%
Q3 2018$540,000
+141.1%
2,683
+132.9%
0.03%
+115.4%
Q2 2018$224,000
+3.7%
1,1520.0%0.01%
+8.3%
Q1 2018$216,000
-1.4%
1,1520.0%0.01%0.0%
Q4 2017$219,000
+6.3%
1,1520.0%0.01%0.0%
Q3 2017$206,000
+3.0%
1,1520.0%0.01%0.0%
Q2 2017$200,000
-9.1%
1,152
-21.9%
0.01%
-20.0%
Q2 2016$220,000
+4.8%
1,475
+1.4%
0.02%
+7.1%
Q1 2016$210,000
+2.4%
1,455
-1.4%
0.01%0.0%
Q4 2015$205,0001,4750.01%
Other shareholders
ISHARES TR shareholders Q1 2018
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