YHB Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,423,634
-7.0%
19,707
-3.4%
0.13%
-8.4%
Q2 2023$1,530,525
+4.9%
20,4070.0%0.14%
-2.1%
Q1 2023$1,459,305
+4.7%
20,4070.0%0.15%
-2.0%
Q4 2022$1,393,798
+8.4%
20,4070.0%0.15%
+4.2%
Q3 2022$1,286,000
-3.5%
20,407
-2.5%
0.14%
+1.4%
Q2 2022$1,333,000
-17.1%
20,921
+0.6%
0.14%
-0.7%
Q1 2022$1,607,000
-9.4%
20,7990.0%0.14%
+1.4%
Q4 2021$1,773,000
+11.8%
20,799
+3.9%
0.14%
+2.2%
Q3 2021$1,586,000
-2.2%
20,0240.0%0.14%
-0.7%
Q2 2021$1,621,000
-1.3%
20,0240.0%0.14%
-2.8%
Q1 2021$1,642,000
+13.6%
20,0240.0%0.14%
+2.9%
Q4 2020$1,446,000
+20.8%
20,024
+300.0%
0.14%
+6.2%
Q3 2020$1,197,0005,0060.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders