DOCK STREET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.

Quarter-by-quarter ownership
DOCK STREET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$204,000
-23.6%
760
-19.4%
0.04%
-15.9%
Q4 2021$267,000
-10.1%
943
-16.4%
0.04%
-20.0%
Q3 2021$297,000
-30.8%
1,128
-29.3%
0.06%
-31.2%
Q2 2021$429,000
-5.1%
1,596
-8.1%
0.08%
-14.9%
Q1 2021$452,000
-0.9%
1,737
-12.4%
0.09%
-1.1%
Q4 2020$456,000
+14.9%
1,982
-7.5%
0.10%
-5.9%
Q3 2020$397,000
-13.5%
2,142
-17.0%
0.10%
-20.5%
Q2 2020$459,000
+23.1%
2,581
-0.5%
0.13%
-3.1%
Q1 2020$373,000
-82.4%
2,593
-74.8%
0.13%
-78.6%
Q4 2019$2,120,000
+6.2%
10,298
-0.3%
0.61%
-9.7%
Q3 2019$1,997,000
-7.2%
10,333
-6.7%
0.68%
-6.6%
Q2 2019$2,152,000
-38.6%
11,076
-40.1%
0.73%
-39.3%
Q1 2019$3,503,000
+8.2%
18,493
-5.1%
1.20%
-3.2%
Q4 2018$3,237,000
-17.7%
19,494
-0.2%
1.24%
+0.9%
Q3 2018$3,932,000
-5.2%
19,534
-8.3%
1.22%
-14.5%
Q2 2018$4,148,000
-1.9%
21,294
-5.5%
1.43%
-9.8%
Q1 2018$4,227,000
-50.4%
22,538
-49.8%
1.59%
-51.8%
Q4 2017$8,517,000
-16.5%
44,878
-21.3%
3.30%
-25.8%
Q3 2017$10,203,000
+1.1%
57,033
-1.7%
4.44%
-6.0%
Q2 2017$10,093,000
+3.9%
58,024
+2.3%
4.72%
+5.0%
Q1 2017$9,712,000
-10.4%
56,725
-13.5%
4.50%
-23.0%
Q4 2016$10,843,000
+3117.5%
65,579
+2912.4%
5.84%
+2408.2%
Q3 2016$337,000
+59.0%
2,177
+53.5%
0.23%
+24.6%
Q2 2016$212,000
+3.9%
1,4180.0%0.19%
-2.1%
Q1 2016$204,000
-19.4%
1,418
-22.0%
0.19%
-2.6%
Q4 2015$253,000
-0.4%
1,819
-2.2%
0.20%0.0%
Q3 2015$254,000
-92.9%
1,860
-92.2%
0.20%
-90.9%
Q2 2015$3,599,000
-6.4%
23,994
-5.2%
2.16%
-0.9%
Q1 2015$3,845,000
-29.0%
25,302
-32.4%
2.18%
-23.6%
Q4 2014$5,417,000
+28.5%
37,409
+21.3%
2.86%
+13.8%
Q3 2014$4,216,000
+324.1%
30,832
+343.9%
2.51%
+374.3%
Q2 2014$994,000
-92.0%
6,945
-92.5%
0.53%
-83.1%
Q1 2014$12,482,000
+101.3%
92,032
+98.6%
3.14%
+5.6%
Q4 2013$6,202,000
+12.9%
46,351
+4.7%
2.97%
-3.1%
Q3 2013$5,495,000
+744.1%
44,263
+685.1%
3.07%
+640.8%
Q2 2013$651,0005,6380.41%
Other shareholders
ISHARES TR shareholders Q2 2019
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