LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA - 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
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$386
-4.7%
1,5500.0%0.31%
+0.3%
Q2 2023$405
+4.4%
1,5500.0%0.31%
+2.3%
Q1 2023$388
+3.5%
1,5500.0%0.30%
-2.6%
Q4 2022$375
-99.9%
1,5500.0%0.31%
+7.0%
Q3 2022$340,000
-3.1%
1,5500.0%0.29%
+5.9%
Q2 2022$351,000
-15.6%
1,5500.0%0.27%
+6.3%
Q1 2022$416,000
-5.2%
1,5500.0%0.26%0.0%
Q4 2021$439,000
+7.6%
1,5500.0%0.26%
-3.0%
Q3 2021$408,000
-2.2%
1,5500.0%0.26%
-5.4%
Q2 2021$417,000
-99.9%
1,5500.0%0.28%
-2.1%
Q1 2021$403,434,000
+113224.2%
1,5500.0%0.28%
+4.0%
Q4 2020$356,000
+24.0%
1,5500.0%0.27%
+14.2%
Q3 2020$287,000
+4.0%
1,5500.0%0.24%
-7.4%
Q2 2020$276,000
+23.8%
1,5500.0%0.26%
+2.4%
Q1 2020$223,000
-30.1%
1,5500.0%0.25%
-9.0%
Q4 2019$319,000
+6.0%
1,550
-0.6%
0.28%
-3.8%
Q3 2019$301,000
-0.7%
1,5600.0%0.29%
+3.6%
Q2 2019$303,000
+2.7%
1,5600.0%0.28%
+1.1%
Q1 2019$295,000
+17.1%
1,560
+3.0%
0.28%
+2.2%
Q4 2018$252,000
-17.4%
1,5150.0%0.27%
+4.3%
Q3 2018$305,000
+3.4%
1,5150.0%0.26%
-3.0%
Q2 2018$295,000
+3.9%
1,5150.0%0.27%
+3.9%
Q1 2018$284,000
+0.7%
1,515
+2.0%
0.26%
+1.2%
Q4 2017$282,000
+6.0%
1,4850.0%0.25%
-0.4%
Q3 2017$266,000
+3.1%
1,4850.0%0.25%
+2.0%
Q2 2017$258,000
+1.6%
1,4850.0%0.25%
+4.2%
Q1 2017$254,000
-5.6%
1,485
-8.6%
0.24%
-10.5%
Q4 2016$269,000
+3.9%
1,625
-14.2%
0.27%
-7.3%
Q3 2015$259,000
-8.8%
1,8950.0%0.29%
-1.0%
Q2 2015$284,000
-1.4%
1,8950.0%0.29%
+3.6%
Q1 2015$288,000
+5.1%
1,8950.0%0.28%
+3.3%
Q4 2014$274,0001,8950.27%
Other shareholders
ISHARES TR shareholders Q3 2023
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