Homrich & Berg - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$3,070,000
+7.5%
11,670
+9.8%
0.07%
+3.0%
Q2 2021$2,857,000
+3.3%
10,632
+0.0%
0.07%
-6.9%
Q1 2021$2,767,000
+36.4%
10,630
+20.4%
0.07%
+24.1%
Q4 2020$2,029,000
+10.3%
8,830
-11.0%
0.06%
-7.9%
Q3 2020$1,839,000
-7.9%
9,925
-11.6%
0.06%
-21.2%
Q2 2020$1,997,000
+80.1%
11,228
+45.6%
0.08%
+27.0%
Q1 2020$1,109,000
-46.5%
7,710
-23.5%
0.06%
-34.4%
Q4 2019$2,074,000
+5.6%
10,075
-0.9%
0.10%
-5.0%
Q3 2019$1,964,000
+14.8%
10,164
+15.4%
0.10%
+11.0%
Q2 2019$1,711,000
+0.8%
8,807
-1.8%
0.09%
+3.4%
Q1 2019$1,698,000
+28.8%
8,964
+13.0%
0.09%
+12.8%
Q4 2018$1,318,000
+40.2%
7,935
+70.0%
0.08%
+36.8%
Q3 2018$940,000
+13.7%
4,668
+9.9%
0.06%
-5.0%
Q2 2018$827,000
+12.4%
4,248
+8.2%
0.06%
+17.6%
Q1 2018$736,000
+4.2%
3,925
+5.6%
0.05%
+6.2%
Q4 2017$706,000
+148.6%
3,718
+134.4%
0.05%
+118.2%
Q3 2017$284,000
+7.6%
1,586
+4.4%
0.02%
-4.3%
Q2 2017$264,000
-3.6%
1,519
-5.0%
0.02%
-4.2%
Q1 2017$274,000
+7.0%
1,599
+3.3%
0.02%
+4.3%
Q4 2016$256,000
+17.4%
1,548
-3.2%
0.02%0.0%
Q3 2015$218,000
-19.3%
1,599
-11.1%
0.02%
-11.5%
Q2 2015$270,000
+11.1%
1,799
+12.5%
0.03%
+8.3%
Q1 2015$243,000
+4.7%
1,5990.0%0.02%
+4.3%
Q4 2014$232,000
-5.7%
1,599
-11.0%
0.02%
-8.0%
Q3 2014$246,000
+1.7%
1,796
+6.2%
0.02%
-7.4%
Q2 2014$242,000
+4.3%
1,691
+0.3%
0.03%
-10.0%
Q1 2014$232,000
-7.6%
1,686
-10.1%
0.03%
-14.3%
Q4 2013$251,0001,8750.04%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders