REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$225,000
+208.2%
796
+186.3%
0.02%
+183.3%
Q3 2021$73,000
+12.3%
278
+15.4%
0.01%
+20.0%
Q2 2021$65,000
+3.2%
2410.0%0.01%
-16.7%
Q1 2021$63,000
+14.5%
2410.0%0.01%
+20.0%
Q4 2020$55,000
+22.2%
2410.0%0.01%0.0%
Q3 2020$45,000
+462.5%
241
+435.6%
0.01%
+400.0%
Q2 2020$8,000
+33.3%
45
+12.5%
0.00%0.0%
Q1 2020$6,000
-25.0%
400.0%0.00%0.0%
Q4 2019$8,0000.0%400.0%0.00%0.0%
Q3 2019$8,000
-90.9%
40
-91.2%
0.00%
-90.9%
Q2 2019$88,000
-22.8%
452
-24.7%
0.01%
-26.7%
Q1 2019$114,000
-8.1%
600
-19.8%
0.02%
-16.7%
Q4 2018$124,000
-6.1%
748
+14.2%
0.02%0.0%
Q3 2018$132,000
+169.4%
655
+162.0%
0.02%
+157.1%
Q2 2018$49,000
+4.3%
2500.0%0.01%0.0%
Q1 2018$47,000
-50.0%
250
-49.3%
0.01%
-46.2%
Q4 2017$94,000
+11.9%
493
+4.4%
0.01%0.0%
Q3 2017$84,000
+6.3%
472
+4.2%
0.01%
+8.3%
Q2 2017$79,000
-10.2%
453
-11.7%
0.01%
-14.3%
Q1 2017$88,000
+3.5%
5130.0%0.01%
-6.7%
Q4 2016$85,000
+157.6%
513
+142.0%
0.02%
+150.0%
Q3 2016$33,000
+3.1%
2120.0%0.01%0.0%
Q2 2016$32,000
+3.2%
2120.0%0.01%
+20.0%
Q1 2016$31,000
+3.3%
2120.0%0.01%0.0%
Q4 2015$30,000
-11.8%
212
-14.2%
0.01%
-16.7%
Q3 2015$34,000
-37.0%
247
-30.8%
0.01%
-33.3%
Q2 2015$54,000
-55.4%
357
-55.0%
0.01%
-57.1%
Q1 2015$121,000
+108.6%
793
+96.8%
0.02%
+50.0%
Q4 2014$58,000
+65.7%
403
+58.0%
0.01%
+75.0%
Q3 2014$35,000
-12.5%
255
-7.3%
0.01%
-11.1%
Q2 2014$40,000
+73.9%
275
+66.7%
0.01%
+80.0%
Q1 2014$23,000
+4.5%
1650.0%0.01%0.0%
Q4 2013$22,000
+4.8%
165
-2.9%
0.01%
-16.7%
Q3 2013$21,000
+5.0%
1700.0%0.01%0.0%
Q2 2013$20,0001700.01%
Other shareholders
ISHARES TR shareholders Q1 2020
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