Whitegate Investment Counselors, Inc. - 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
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$778,000
-11.5%
2,959
-9.5%
0.11%
-11.3%
Q2 2021$879,000
+3.0%
3,270
-0.3%
0.12%
-4.6%
Q1 2021$853,000
-23.2%
3,279
-32.1%
0.13%
-27.8%
Q4 2020$1,110,000
+0.3%
4,830
-19.1%
0.18%
-10.9%
Q3 2020$1,107,000
+3.4%
5,974
-0.8%
0.20%
-5.6%
Q2 2020$1,071,000
-67.0%
6,025
-73.3%
0.21%
-72.8%
Q1 2020$3,249,000
-32.1%
22,583
-2.8%
0.79%
-9.2%
Q4 2019$4,782,000
-3.0%
23,233
-8.9%
0.87%
-10.3%
Q3 2019$4,930,000
-3.0%
25,512
-2.5%
0.97%
-5.3%
Q2 2019$5,084,000
+2.6%
26,172
+0.1%
1.02%
-0.3%
Q1 2019$4,953,000
+17.4%
26,150
+2.9%
1.02%
+5.0%
Q4 2018$4,219,000
-10.7%
25,408
+8.2%
0.98%
+1.2%
Q3 2018$4,726,000
+3.6%
23,476
+0.3%
0.96%
+3.4%
Q2 2018$4,561,000
+10.9%
23,417
+6.8%
0.93%
+6.3%
Q1 2018$4,114,000
-0.9%
21,935
+0.3%
0.88%
+1.2%
Q4 2017$4,151,000
+4.0%
21,875
-2.0%
0.87%
-1.6%
Q3 2017$3,992,000
+3.8%
22,312
+0.9%
0.88%
+1.4%
Q2 2017$3,846,000
+4.7%
22,109
+3.0%
0.87%
-1.6%
Q1 2017$3,675,000
+519.7%
21,461
+498.3%
0.88%
+455.3%
Q4 2016$593,000
+67.0%
3,587
+56.3%
0.16%
+65.6%
Q3 2016$355,0002,2950.10%
Other shareholders
ISHARES TR shareholders Q4 2021
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