Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$72,000
-62.9%
318
-55.9%
0.04%
-58.6%
Q1 2022$194,000
+43.7%
721
+50.8%
0.10%
+25.3%
Q4 2021$135,000
-90.3%
478
-91.0%
0.08%
-87.6%
Q3 2021$1,390,000
-6.9%
5,286
-4.8%
0.64%
-2.8%
Q2 2021$1,493,000
+5.6%
5,554
+2.2%
0.65%
+7.8%
Q1 2021$1,414,000
+25.7%
5,433
+10.9%
0.61%
+15.4%
Q4 2020$1,125,000
+25.0%
4,897
+0.8%
0.52%
-0.6%
Q3 2020$900,000
+4.2%
4,858
+0.0%
0.53%
-3.3%
Q2 2020$864,000
+8.8%
4,856
-12.0%
0.55%
-5.2%
Q1 2020$794,000
-46.5%
5,520
-23.5%
0.58%
-19.0%
Q4 2019$1,485,000
+21.7%
7,217
+14.3%
0.71%
+4.9%
Q3 2019$1,220,000
+0.2%
6,312
+0.6%
0.68%
-4.5%
Q2 2019$1,218,000
+2.3%
6,272
-0.3%
0.71%
-2.9%
Q1 2019$1,191,000
+30.6%
6,289
+14.6%
0.73%
+10.3%
Q4 2018$912,000
-7.2%
5,489
+12.4%
0.66%
+3.1%
Q3 2018$983,000
+203.4%
4,884
+193.5%
0.64%
+166.8%
Q2 2018$324,000
+4.2%
1,664
+0.4%
0.24%
+1.7%
Q1 2018$311,000
-1.3%
1,6580.0%0.24%
+2.2%
Q4 2017$315,000
+8.2%
1,658
+2.1%
0.23%
-0.4%
Q3 2017$291,000
+13.7%
1,624
+10.5%
0.23%
+9.9%
Q2 2017$256,000
+8.5%
1,470
+6.5%
0.21%
+3.9%
Q1 2017$236,000
+3.5%
1,3800.0%0.20%
+5.2%
Q4 2016$228,000
-10.9%
1,380
-19.6%
0.19%
+26.0%
Q2 2016$256,000
+10.8%
1,716
+7.2%
0.15%
+3.4%
Q1 2016$231,000
-11.5%
1,600
-14.4%
0.15%0.0%
Q4 2015$261,000
+23.7%
1,870
+21.3%
0.15%
+7.2%
Q3 2015$211,000
-14.9%
1,542
-6.6%
0.14%
-4.1%
Q2 2015$248,000
-9.8%
1,651
-8.7%
0.14%
-13.2%
Q1 2015$275,000
+5.4%
1,809
+0.4%
0.17%
-15.7%
Q4 2014$261,0001,8020.20%
Other shareholders
ISHARES TR shareholders Q4 2021
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