MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$10,007,000
-4.3%
45,638
+0.2%
0.43%
-2.5%
Q2 2022$10,457,000
-14.7%
45,567
-0.1%
0.44%
-6.4%
Q1 2022$12,263,000
+97.5%
45,606
+108.4%
0.47%
+61.9%
Q4 2021$6,209,000
-3.2%
21,886
-10.0%
0.29%
-7.0%
Q3 2021$6,413,000
+5.0%
24,306
+6.9%
0.31%
+13.0%
Q2 2021$6,107,000
+8.0%
22,727
+4.6%
0.28%
-6.1%
Q1 2021$5,657,000
+0.9%
21,735
-10.9%
0.30%
-1.7%
Q4 2020$5,609,000
+69.4%
24,406
+36.6%
0.30%
+9.5%
Q3 2020$3,311,000
-6.6%
17,866
-10.8%
0.27%
-16.2%
Q2 2020$3,546,000
-35.5%
20,019
-49.3%
0.33%
-34.2%
Q1 2020$5,497,000
-65.4%
39,486
-48.8%
0.50%
-56.6%
Q4 2019$15,875,000
+4.8%
77,108
-3.1%
1.14%
-0.6%
Q3 2019$15,150,000
+2.5%
79,581
+4.6%
1.15%
+3.4%
Q2 2019$14,786,000
+4.6%
76,076
+2.7%
1.11%
-6.8%
Q1 2019$14,138,000
+6.6%
74,047
-2.9%
1.19%
+1.1%
Q4 2018$13,261,000
-41.7%
76,270
-32.6%
1.18%
-58.5%
Q3 2018$22,762,000
+11.6%
113,085
+8.0%
2.85%
-21.2%
Q2 2018$20,399,000
-28.6%
104,730
-31.3%
3.61%
+105.5%
Q1 2018$28,574,000
+91.1%
152,341
+93.3%
1.76%
+12.4%
Q4 2017$14,953,000
+5.3%
78,791
-0.7%
1.56%
-32.2%
Q3 2017$14,197,000
-38.4%
79,355
-40.2%
2.31%
-30.2%
Q2 2017$23,064,000
+1206.7%
132,592
+1186.4%
3.30%
+1437.2%
Q1 2017$1,765,000
-87.9%
10,307
-88.3%
0.22%
-90.9%
Q4 2016$14,594,000
+195.3%
88,264
+176.3%
2.37%
+236.4%
Q3 2016$4,942,000
+35.0%
31,946
+30.3%
0.70%
+1.9%
Q2 2016$3,662,000
+41.6%
24,513
+36.6%
0.69%
-16.2%
Q1 2016$2,587,000
+340.7%
17,943
+53.0%
0.82%
+109.4%
Q4 2015$587,000
-64.6%
11,727
-3.4%
0.39%
-38.1%
Q3 2015$1,659,000
-99.9%
12,146
-8.5%
0.64%
-34.7%
Q2 2015$1,990,985,000
+69.9%
13,275
+64.0%
0.97%
+79.4%
Q4 2014$1,171,866,000
-92.9%
8,093
-32.6%
0.54%
-93.7%
Q3 2014$16,421,427,000
+905.3%
12,004
+5.1%
8.58%
+966.7%
Q2 2014$1,633,472,00011,4170.80%
Other shareholders
ISHARES TR shareholders Q3 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