ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,039,163,765
+39.7%
4,167,491
+46.5%
0.48%
+43.9%
Q2 2023$744,047,560
+6.2%
2,845,524
+1.6%
0.33%
-2.1%
Q1 2023$700,526,298
+9.1%
2,800,313
+5.5%
0.34%
+1.5%
Q4 2022$641,930,145
+14.8%
2,653,810
+4.1%
0.33%
+4.1%
Q3 2022$558,995,000
-1.4%
2,549,461
+1.7%
0.32%
+0.6%
Q2 2022$567,024,000
-14.3%
2,506,406
+1.6%
0.32%
-4.8%
Q1 2022$661,996,000
-2.2%
2,467,004
+3.1%
0.33%
-0.6%
Q4 2021$677,051,000
+12.7%
2,391,733
+4.7%
0.34%
+1.5%
Q3 2021$600,797,000
-2.0%
2,283,793
+0.1%
0.33%
-5.2%
Q2 2021$613,323,000
-33.5%
2,282,299
-35.5%
0.35%
-41.9%
Q1 2021$921,696,000
+82.2%
3,541,170
+60.9%
0.60%
+56.8%
Q4 2020$505,816,000
+21.1%
2,200,826
-2.3%
0.38%
+3.2%
Q3 2020$417,541,000
+13.2%
2,253,204
+8.7%
0.37%
+2.5%
Q2 2020$368,763,000
-0.3%
2,073,807
-19.3%
0.36%
-17.6%
Q1 2020$369,735,000
-45.7%
2,570,096
-22.3%
0.44%
-39.0%
Q4 2019$680,534,000
+14.8%
3,306,453
+7.8%
0.72%
+10.8%
Q3 2019$592,935,000
-15.0%
3,068,544
-14.6%
0.65%
-26.3%
Q2 2019$697,842,000
+5.4%
3,592,311
+2.8%
0.88%
-3.2%
Q1 2019$661,840,000
+1.1%
3,494,402
-11.4%
0.91%
-10.4%
Q4 2018$654,640,000
-68.2%
3,942,191
-61.4%
1.01%
-71.5%
Q3 2018$2,057,414,000
+85.5%
10,221,145
+79.5%
3.56%
+40.5%
Q2 2018$1,109,190,000
+14.8%
5,694,581
+10.2%
2.53%
-7.3%
Q1 2018$966,596,000
-5.5%
5,167,535
-4.2%
2.73%
+20.0%
Q4 2017$1,023,362,000
+1.0%
5,392,358
-4.8%
2.28%
-6.1%
Q3 2017$1,013,728,000
+44.8%
5,666,455
+40.8%
2.43%
+25.4%
Q2 2017$700,039,000
+35.6%
4,024,360
+33.5%
1.94%
+17.1%
Q1 2017$516,085,000
+26.2%
3,014,159
+21.9%
1.65%
+11.3%
Q4 2016$408,966,000
+15.7%
2,473,493
+8.3%
1.48%
+8.4%
Q3 2016$353,509,000
+19.5%
2,284,979
+15.4%
1.37%
+16.1%
Q2 2016$295,744,000
+21.6%
1,979,675
+17.4%
1.18%
+12.6%
Q1 2016$243,225,000
+8.4%
1,686,836
+4.8%
1.05%
+2.7%
Q4 2015$224,276,000
+13.2%
1,609,826
+11.0%
1.02%
+3.6%
Q3 2015$198,147,000
-16.5%
1,450,455
-8.3%
0.98%
-12.8%
Q2 2015$237,324,000
+14.9%
1,582,372
+16.4%
1.13%
+5.7%
Q1 2015$206,526,000
+36.6%
1,358,900
+30.1%
1.07%
-30.6%
Q4 2014$151,227,000
+8.0%
1,044,382
+2.0%
1.54%
+9.2%
Q3 2014$140,041,000
+15.7%
1,024,142
+21.1%
1.41%
+11.9%
Q2 2014$121,044,000
+39.3%
845,990
+33.8%
1.26%
+30.7%
Q1 2014$86,904,000
-32.5%
632,166
-34.3%
0.96%
-34.8%
Q4 2013$128,745,000
+99.6%
962,146
+85.2%
1.48%
+87.5%
Q3 2013$64,504,000
+12.5%
519,610
+4.7%
0.79%
+6.2%
Q2 2013$57,320,000496,2750.74%
Other shareholders
ISHARES TR shareholders Q3 2021
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