PRINCETON CAPITAL MANAGEMENT LLC - ISHARES TR ownership

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ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

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Quarter-by-quarter ownership
PRINCETON CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,734
-4.6%
1,1780.0%0.14%
+5.5%
Q2 2023$308,023
+4.5%
1,1780.0%0.13%
+1.6%
Q1 2023$294,688
+3.4%
1,1780.0%0.13%
-0.8%
Q4 2022$284,946
+10.4%
1,1780.0%0.13%
+12.4%
Q3 2022$258,000
-3.0%
1,1780.0%0.11%
+9.7%
Q2 2022$266,000
-15.8%
1,1780.0%0.10%
+5.1%
Q1 2022$316,000
-1.6%
1,178
+3.8%
0.10%
+6.5%
Q4 2021$321,000
+7.4%
1,1350.0%0.09%
-3.2%
Q3 2021$299,000
-2.0%
1,1350.0%0.10%
+1.1%
Q2 2021$305,000
+3.4%
1,1350.0%0.09%
-6.0%
Q1 2021$295,000
+13.0%
1,1350.0%0.10%
+7.5%
Q4 2020$261,000
+24.3%
1,1350.0%0.09%
+9.4%
Q3 2020$210,000
+4.0%
1,1350.0%0.08%
-5.6%
Q2 2020$202,000
-12.9%
1,1350.0%0.09%
-13.5%
Q4 2019$232,000
+5.9%
1,1350.0%0.10%
-1.9%
Q3 2019$219,000
-0.5%
1,1350.0%0.11%
-0.9%
Q2 2019$220,000
+2.3%
1,1350.0%0.11%
-0.9%
Q1 2019$215,000
+14.4%
1,1350.0%0.11%
-1.8%
Q4 2018$188,000–1,135–0.11%–
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Other shareholders
ISHARES TR shareholders Q4 2020
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