Holloway Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
Holloway Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$105,000
-7.1%
390
-2.0%
0.03%
-6.2%
Q4 2021$113,000
+9.7%
398
+2.1%
0.03%
+3.2%
Q3 2021$103,000
-1.9%
3900.0%0.03%
-3.1%
Q2 2021$105,000
+2.9%
3900.0%0.03%
-5.9%
Q1 2021$102,000
+13.3%
3900.0%0.03%
-2.9%
Q4 2020$90,000
+25.0%
3900.0%0.04%
+12.9%
Q3 2020$72,000
+4.3%
3900.0%0.03%
-3.1%
Q2 2020$69,000
+23.2%
3900.0%0.03%
+10.3%
Q1 2020$56,000
-30.0%
3900.0%0.03%
-14.7%
Q4 2019$80,000
+6.7%
3900.0%0.03%
-2.9%
Q3 2019$75,000
-9.6%
390
-8.7%
0.04%
-10.3%
Q2 2019$83,000
+12.2%
427
+9.5%
0.04%
+2.6%
Q1 2019$74,000
+13.8%
3900.0%0.04%
+5.6%
Q4 2018$65,000
-72.2%
390
-95.1%
0.04%
-68.1%
Q3 2018$234,000
+260.0%
7,952
+1939.0%
0.11%
+213.9%
Q4 2017$65,0003900.04%
Other shareholders
ISHARES TR shareholders Q1 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