GenTrust, 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
GenTrust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,224,045
-57.7%
20,855
-55.9%
0.37%
-56.3%
Q2 2023$12,354,786
+2.2%
47,249
-2.2%
0.84%
-3.6%
Q1 2023$12,090,019
-21.1%
48,329
-23.7%
0.87%
-36.3%
Q4 2022$15,322,161
+8.6%
63,344
-1.6%
1.37%
+12.0%
Q3 2022$14,112,000
-11.1%
64,364
-8.3%
1.22%
-6.8%
Q2 2022$15,881,000
+24.5%
70,197
+47.6%
1.31%
+33.8%
Q1 2022$12,758,000
-2.7%
47,544
-3.8%
0.98%
-4.5%
Q4 2021$13,114,000
-1.9%
49,446
-2.7%
1.02%
-7.7%
Q3 2021$13,370,000
-0.7%
50,823
+1.5%
1.11%
-2.2%
Q2 2021$13,459,000
+4.9%
50,086
-1.9%
1.13%
-5.7%
Q1 2021$12,829,000
+3.9%
51,051
-4.9%
1.20%
+11.1%
Q4 2020$12,343,000
+4.0%
53,703
-16.3%
1.08%
-0.7%
Q3 2020$11,867,000
-3.7%
64,178
-7.5%
1.09%
-28.2%
Q2 2020$12,321,000
-99.9%
69,396
-53.8%
1.52%
-51.0%
Q1 2020$21,620,565,000
+116064.7%
150,234
+66.1%
3.10%
+14.7%
Q4 2019$18,612,000
+9.1%
90,462
+2.5%
2.70%
+0.7%
Q3 2019$17,057,000
+3.2%
88,254
+3.3%
2.68%
+1.1%
Q2 2019$16,536,000
+9.4%
85,411
+7.0%
2.66%
+7.7%
Q1 2019$15,115,000
+39.5%
79,835
+22.3%
2.47%
+27.4%
Q4 2018$10,833,000
+864.6%
65,254
+1073.4%
1.94%
+976.1%
Q3 2018$1,123,000
+309.9%
5,561
+263.7%
0.18%
+246.2%
Q3 2017$274,000
+3.4%
1,529
+0.3%
0.05%
-5.5%
Q2 2017$265,000
+1.9%
1,524
+0.3%
0.06%
-8.3%
Q1 2017$260,000
+2.0%
1,519
-1.6%
0.06%
+17.6%
Q4 2016$255,0001,5440.05%
Other shareholders
ISHARES TR shareholders Q2 2022
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