LVM CAPITAL MANAGEMENT LTD/MI - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
LVM CAPITAL MANAGEMENT LTD/MI ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$417
-4.6%
1,6710.0%0.06%
+1.7%
Q2 2023$437
+4.5%
1,6710.0%0.06%0.0%
Q1 2023$418
+1.7%
1,671
-1.7%
0.06%
-3.3%
Q4 2022$411
-99.9%
1,7000.0%0.06%
+5.3%
Q3 2022$373,000
-4.4%
1,700
-1.4%
0.06%0.0%
Q2 2022$390,000
-8.0%
1,725
+9.2%
0.06%
+1.8%
Q1 2022$424,000
-5.1%
1,5800.0%0.06%
-6.7%
Q4 2021$447,000
+9.6%
1,580
+1.9%
0.06%
-3.2%
Q3 2021$408,000
-8.1%
1,551
-6.1%
0.06%
-8.8%
Q2 2021$444,000
-2.6%
1,651
-5.8%
0.07%
-8.1%
Q1 2021$456,000
+5.6%
1,753
-6.8%
0.07%
+1.4%
Q4 2020$432,000
+15.2%
1,880
-7.1%
0.07%0.0%
Q3 2020$375,000
-1.8%
2,024
-5.7%
0.07%
-6.4%
Q2 2020$382,000
+19.4%
2,147
-3.5%
0.08%
-1.3%
Q1 2020$320,000
-30.1%
2,2240.0%0.08%
-12.2%
Q4 2019$458,000
+6.5%
2,2240.0%0.09%
-1.1%
Q3 2019$430,000
-1.4%
2,224
-0.9%
0.09%
-8.1%
Q2 2019$436,000
+1.4%
2,244
-1.1%
0.10%0.0%
Q1 2019$430,000
+1.7%
2,269
-10.9%
0.10%
-10.8%
Q4 2018$423,000
-9.0%
2,546
+10.3%
0.11%
+4.7%
Q3 2018$465,000
-8.8%
2,309
-11.8%
0.11%
-13.8%
Q2 2018$510,000
+0.8%
2,618
-3.0%
0.12%
+5.1%
Q1 2018$506,000
-2.5%
2,699
-1.4%
0.12%0.0%
Q4 2017$519,000
+1.4%
2,737
-4.4%
0.12%
-4.1%
Q3 2017$512,000
+2.8%
2,8620.0%0.12%
-3.9%
Q2 2017$498,000
+4.8%
2,862
+3.1%
0.13%
+4.1%
Q1 2017$475,000
-1.5%
2,776
-4.7%
0.12%
-8.3%
Q4 2016$482,0002,9140.13%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders