Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$736,153
-8.5%
2,952
-4.1%
0.16%
-5.5%
Q2 2023$804,649
-2.7%
3,077
-6.9%
0.16%
-7.3%
Q1 2023$826,733
+2.2%
3,305
-1.1%
0.18%
-3.8%
Q4 2022$808,553
+9.6%
3,343
-0.6%
0.18%
-8.9%
Q3 2022$738,000
-2.9%
3,364
+0.1%
0.20%
-1.0%
Q2 2022$760,000
-0.9%
3,361
+17.6%
0.20%
-41.5%
Q1 2022$767,000
-18.3%
2,857
-13.9%
0.35%
+32.2%
Q4 2021$939,000
+4.7%
3,319
-2.6%
0.26%
-12.6%
Q3 2021$897,000
-2.0%
3,408
+0.1%
0.30%
-9.0%
Q2 2021$915,000
+0.1%
3,406
-3.0%
0.33%
-15.9%
Q1 2021$914,000
+10.1%
3,510
-2.8%
0.40%
+5.6%
Q4 2020$830,000
+11.6%
3,610
-10.1%
0.37%
-2.9%
Q3 2020$744,000
+2.6%
4,017
-1.4%
0.38%
-3.5%
Q2 2020$725,000
+21.0%
4,075
-2.1%
0.40%
+2.0%
Q1 2020$599,000
-35.5%
4,161
-7.8%
0.39%
-18.4%
Q4 2019$929,000
+2.9%
4,512
-3.4%
0.48%
-2.0%
Q3 2019$903,000
-1.5%
4,672
-1.0%
0.49%
-2.0%
Q2 2019$917,000
+1.6%
4,720
-1.0%
0.50%
-0.6%
Q1 2019$903,000
+14.4%
4,770
+0.4%
0.50%
+1.6%
Q4 2018$789,000
-20.3%
4,750
-3.4%
0.49%
-10.3%
Q3 2018$990,000
+1.4%
4,919
-1.9%
0.55%
-2.8%
Q2 2018$976,000
+2.3%
5,013
-1.5%
0.57%
+0.2%
Q1 2018$954,000
-3.0%
5,087
-1.8%
0.57%
-0.7%
Q4 2017$983,000
+5.1%
5,181
-0.8%
0.57%
+0.2%
Q3 2017$935,000
+2.2%
5,224
-0.7%
0.57%
-8.7%
Q2 2017$915,0000.0%5,260
-1.6%
0.62%
-3.4%
Q1 2017$915,000
-3.8%
5,346
-7.1%
0.64%
-8.6%
Q4 2016$951,000
+2.9%
5,754
-3.7%
0.71%
+0.6%
Q3 2016$924,000
-4.2%
5,973
-7.5%
0.70%
-10.9%
Q2 2016$965,000
-49.9%
6,458
-51.7%
0.79%
-1.3%
Q1 2016$1,928,000
+90.3%
13,366
+83.8%
0.80%
-8.3%
Q4 2015$1,013,0007,2720.87%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders