OARSMAN CAPITAL, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
OARSMAN CAPITAL, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$884,694
+0.3%
3,548
+5.2%
0.37%
-4.1%
Q2 2023$881,711
-35.9%
3,372
-38.7%
0.39%
-40.0%
Q1 2023$1,376,380
+2.8%
5,502
-0.6%
0.64%
-6.0%
Q4 2022$1,339,345
+17.6%
5,537
+6.6%
0.68%
+12.1%
Q3 2022$1,139,000
+1.2%
5,196
+4.4%
0.61%
+9.1%
Q2 2022$1,126,000
-12.3%
4,978
+4.1%
0.56%
+11.6%
Q1 2022$1,284,000
-3.3%
4,784
+2.0%
0.50%
-4.4%
Q4 2021$1,328,000
+8.2%
4,692
+0.6%
0.52%
+5.4%
Q3 2021$1,227,000
-1.2%
4,663
+0.9%
0.50%
+0.8%
Q2 2021$1,242,000
+3.9%
4,623
+0.7%
0.49%
-4.6%
Q1 2021$1,195,000
+25.3%
4,593
+10.6%
0.52%
+39.4%
Q4 2020$954,0004,1520.37%
Other shareholders
ISHARES TR shareholders Q4 2023
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