Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$193,028
-18.9%
7980.07%
-20.9%
Q3 2022$238,000
-5.2%
0
-100.0%
0.09%
+9.6%
Q2 2022$251,000
-9.4%
1,109
+7.3%
0.08%
-1.2%
Q1 2022$277,000
-9.2%
1,034
-3.9%
0.08%
-4.5%
Q4 2021$305,000
+7.8%
1,0760.0%0.09%
+2.3%
Q3 2021$283,000
-2.1%
1,0760.0%0.09%
-1.1%
Q2 2021$289,000
+1.8%
1,076
-12.8%
0.09%
-8.4%
Q4 2020$284,000
+15.0%
1,234
-7.3%
0.10%
+2.2%
Q3 2020$247,000
+4.2%
1,3310.0%0.09%
-2.1%
Q2 2020$237,000
+19.1%
1,331
-3.6%
0.10%
+11.8%
Q1 2020$199,000
-29.9%
1,3810.0%0.08%
-6.6%
Q4 2019$284,000
+10.5%
1,381
+3.8%
0.09%
+7.1%
Q3 2019$257,000
-0.8%
1,3310.0%0.08%
-5.6%
Q2 2019$259,000
+1.6%
1,331
-1.0%
0.09%
+7.1%
Q1 2019$255,000
+3.2%
1,344
-9.7%
0.08%
-1.2%
Q4 2018$247,000
-74.0%
1,489
-68.5%
0.08%
-70.6%
Q3 2018$951,000
+3.4%
4,7240.0%0.29%
-33.1%
Q2 2018$920,000
-6.1%
4,724
-9.6%
0.43%
+40.3%
Q1 2018$980,000
-1.1%
5,2240.0%0.31%
-0.3%
Q4 2017$991,000
+6.0%
5,2240.0%0.31%
+3.0%
Q3 2017$935,000
+37.5%
5,224
+31.6%
0.30%
+27.7%
Q1 2017$680,000
+225.4%
3,970
+213.6%
0.24%
+213.3%
Q4 2016$209,000
+37.5%
1,266
+28.7%
0.08%
+38.9%
Q3 2016$152,000
+3.4%
9840.0%0.05%
+1.9%
Q2 2016$147,000
+3.5%
9840.0%0.05%0.0%
Q1 2016$142,000
+3.6%
9840.0%0.05%
+12.8%
Q4 2015$137,000
+38.4%
984
+35.9%
0.05%
+34.3%
Q3 2015$99,000
-8.3%
7240.0%0.04%
-5.4%
Q2 2015$108,000
-27.5%
724
-26.4%
0.04%
-24.5%
Q1 2015$149,000
+2.1%
9840.0%0.05%0.0%
Q4 2014$146,000
+10.6%
984
+6.5%
0.05%
+2.1%
Q3 2014$132,000
+26.9%
924
+27.6%
0.05%
+23.1%
Q2 2014$104,000
+4.0%
7240.0%0.04%0.0%
Q1 2014$100,000
+3.1%
7240.0%0.04%
+2.6%
Q4 2013$97,0000.0%724
-7.7%
0.04%
-9.5%
Q3 2013$97,000
-3.0%
784
-9.3%
0.04%
-10.6%
Q2 2013$100,0008640.05%
Other shareholders
ISHARES TR shareholders Q2 2022
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