LeJeune Puetz Investment Counsel LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LeJeune Puetz Investment Counsel LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$306,103
-3.7%
1,1210.0%0.11%
-7.6%
Q4 2022$318,008
+12.0%
1,121
+0.1%
0.12%
+1.7%
Q3 2022$284,000
-5.6%
1,1200.0%0.12%0.0%
Q2 2022$301,000
-6.8%
1,1200.0%0.12%
+3.5%
Q1 2022$323,000
-10.0%
1,120
-6.3%
0.11%
-6.6%
Q4 2021$359,000
+7.5%
1,195
-1.2%
0.12%
-0.8%
Q3 2021$334,000
+1.2%
1,2100.0%0.12%0.0%
Q2 2021$330,000
+8.2%
1,2100.0%0.12%
+1.7%
Q1 2021$305,000
+2.3%
1,2100.0%0.12%
-7.0%
Q4 2020$298,000
+8.4%
1,2100.0%0.13%
-4.4%
Q3 2020$275,000
+5.4%
1,2100.0%0.14%
-1.5%
Q2 2020$261,000
+15.0%
1,2100.0%0.14%
+3.0%
Q1 2020$227,000
-13.0%
1,2100.0%0.13%
+9.0%
Q4 2019$261,000
+14.0%
1,2100.0%0.12%
+5.2%
Q3 2019$229,000
-3.0%
1,2100.0%0.12%
-4.9%
Q2 2019$236,000
+87.3%
1,210
+86.2%
0.12%
+79.4%
Q1 2019$126,000
+6.8%
6500.0%0.07%
-8.1%
Q4 2018$118,000
-10.6%
6500.0%0.07%
-2.6%
Q3 2018$132,000
+13.8%
6500.0%0.08%
+5.6%
Q2 2018$116,000
+3.6%
6500.0%0.07%
+4.3%
Q1 2018$112,000
-0.9%
6500.0%0.07%0.0%
Q4 2017$113,000
-2.6%
650
-3.7%
0.07%
-8.0%
Q3 2017$116,000
+3.6%
6750.0%0.08%
-1.3%
Q2 2017$112,000
+6.7%
6750.0%0.08%
+1.3%
Q1 2017$105,0006750.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders