Blue Edge Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 722 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Blue Edge Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,777,416
-6.7%
49,115
-1.4%
0.79%
-7.6%
Q1 2024$5,120,634
+0.0%
49,831
+0.3%
0.86%
-11.3%
Q4 2023$5,118,559
+109.5%
49,661
+81.3%
0.96%
+88.5%
Q3 2023$2,443,736
-8.0%
27,390
-2.0%
0.51%
-4.3%
Q2 2023$2,656,815
-53.4%
27,940
-54.1%
0.54%
-56.6%
Q1 2023$5,700,380
-21.1%
60,908
-23.0%
1.23%
-25.1%
Q4 2022$7,220,612
-99.9%
79,078
+3.9%
1.64%
+5.9%
Q3 2022$6,276,012,000
-8.7%
76,119
-1.4%
1.55%
-2.7%
Q2 2022$6,873,294,000
-9.9%
77,202
+3.6%
1.60%
+4.5%
Q1 2022$7,627,748,000
-21.9%
74,497
-20.3%
1.53%
-19.0%
Q4 2021$9,770,337,000
+4.4%
93,505
+0.6%
1.89%
-3.4%
Q3 2021$9,354,760,000
-3.4%
92,925
+1.1%
1.95%
-2.8%
Q2 2021$9,686,381,000
+4.3%
91,875
-0.3%
2.01%
-2.7%
Q1 2021$9,285,206,000
+28.5%
92,170
+3.7%
2.06%
+18.3%
Q4 2020$7,224,231,000
+72.7%
88,848
+160.1%
1.74%
+53.2%
Q3 2020$4,182,112,000
+3.7%
34,162
+2.0%
1.14%
-5.7%
Q2 2020$4,031,914,000
+37.5%
33,496
+14.1%
1.21%
+13.7%
Q1 2020$2,933,022,000
-34.8%
29,348
+4.8%
1.06%
-25.4%
Q4 2019$4,501,778,000
+13.4%
27,996
+5.9%
1.42%
+4.6%
Q3 2019$3,970,971,000
+1.2%
26,440
+0.2%
1.36%
-1.0%
Q2 2019$3,922,153,000
+4.9%
26,390
+4.1%
1.37%
-3.2%
Q1 2019$3,739,526,000
+25.1%
25,346
+11.8%
1.42%
+10.3%
Q4 2018$2,988,428,000
-21.1%
22,665
-0.2%
1.29%
-8.6%
Q3 2018$3,789,680,000
+7.1%
22,702
+4.8%
1.41%
-0.6%
Q2 2018$3,537,716,000
+70.7%
21,668
+57.7%
1.42%
+69.6%
Q1 2018$2,072,240,000
-0.9%
13,738
+0.9%
0.84%0.0%
Q4 2017$2,091,470,000
+12.1%
13,619
+8.2%
0.84%
-2.0%
Q3 2017$1,866,185,000
+5.3%
12,583
-0.7%
0.85%
+1.9%
Q2 2017$1,772,079,000
+3.8%
12,674
+2.9%
0.84%
-2.1%
Q1 2017$1,707,336,000
+8.8%
12,314
+6.1%
0.85%
-3.1%
Q4 2016$1,568,952,00011,6010.88%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders