DONALDSON CAPITAL MANAGEMENT, 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
DONALDSON CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$268,412
-6.1%
1,027
-10.1%
0.01%
-14.3%
Q1 2023$285,792
+10.8%
1,142
+7.1%
0.01%
+7.7%
Q4 2022$257,937
+8.4%
1,066
-1.6%
0.01%0.0%
Q3 2022$238,000
-2.9%
1,0830.0%0.01%0.0%
Q2 2022$245,000
-14.9%
1,083
+0.9%
0.01%0.0%
Q1 2022$288,000
-9.7%
1,073
-4.7%
0.01%
-7.1%
Q4 2021$319,000
+12.7%
1,126
+4.6%
0.01%0.0%
Q3 2021$283,000
-11.3%
1,076
-9.3%
0.01%
-12.5%
Q2 2021$319,000
+51.2%
1,186
+46.2%
0.02%
+33.3%
Q1 2021$211,000
-3.7%
811
-15.0%
0.01%
-7.7%
Q4 2020$219,000
+5.3%
954
-33.6%
0.01%
-58.1%
Q4 2014$208,0001,4370.03%
Other shareholders
ISHARES TR shareholders Q2 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