West Oak Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57
-99.9%
2300.0%0.03%
-3.4%
Q2 2023$60,140
+4.5%
2300.0%0.03%0.0%
Q1 2023$57,537
+102644.6%
2300.0%0.03%0.0%
Q4 2022$56
-99.9%
2300.0%0.03%
+7.4%
Q3 2022$50,000
-13.8%
230
-9.8%
0.03%
-10.0%
Q2 2022$58,000
-14.7%
2550.0%0.03%
-3.2%
Q1 2022$68,000
-15.0%
255
-9.6%
0.03%
+6.9%
Q4 2021$80,000
-2.4%
282
-9.6%
0.03%
-9.4%
Q3 2021$82,000
-2.4%
3120.0%0.03%
-3.0%
Q2 2021$84,000
-2.3%
312
-6.0%
0.03%
-10.8%
Q1 2021$86,000
+13.2%
3320.0%0.04%
+5.7%
Q4 2020$76,000
+22.6%
3320.0%0.04%
+2.9%
Q3 2020$62,000
+5.1%
3320.0%0.03%0.0%
Q2 2020$59,000
+103.4%
332
+66.0%
0.03%
+70.0%
Q1 2020$29,000
-29.3%
2000.0%0.02%
-13.0%
Q4 2019$41,000
+5.1%
2000.0%0.02%0.0%
Q3 2019$39,0000.0%2000.0%0.02%0.0%
Q2 2019$39,000
+2.6%
2000.0%0.02%
-4.2%
Q1 2019$38,000
-99.9%
2000.0%0.02%0.0%
Q4 2018$33,212,000
-17.5%
2000.0%0.02%
+4.3%
Q3 2018$40,258,000
+3.3%
2000.0%0.02%
-4.2%
Q2 2018$38,956,000
+3.8%
2000.0%0.02%
+9.1%
Q1 2018$37,514,000
+4.8%
2000.0%0.02%
+4.8%
Q3 2017$35,780,000
+2.8%
2000.0%0.02%0.0%
Q2 2017$34,790,000
+1.6%
2000.0%0.02%0.0%
Q1 2017$34,244,000
+3.6%
2000.0%0.02%
-4.5%
Q4 2016$33,068,000
+6.9%
2000.0%0.02%
+4.8%
Q3 2016$30,942,000
+3.6%
2000.0%0.02%
-4.5%
Q2 2016$29,878,000
+3.6%
2000.0%0.02%0.0%
Q1 2016$28,838,000
+3.5%
2000.0%0.02%0.0%
Q4 2015$27,864,000
-18.4%
200
-20.0%
0.02%
-21.4%
Q3 2015$34,153,000
-8.9%
2500.0%0.03%0.0%
Q2 2015$37,495,000
-1.3%
2500.0%0.03%0.0%
Q1 2015$37,995,000
+5.0%
2500.0%0.03%
+7.7%
Q4 2014$36,200,000
+5.9%
2500.0%0.03%0.0%
Q3 2014$34,185,000
-4.4%
2500.0%0.03%0.0%
Q2 2014$35,770,000
+4.1%
2500.0%0.03%
+4.0%
Q1 2014$34,368,000
+2.7%
2500.0%0.02%0.0%
Q4 2013$33,453,000
+7.8%
2500.0%0.02%
+4.2%
Q3 2013$31,035,000
+7.5%
2500.0%0.02%0.0%
Q2 2013$28,875,0002500.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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