Doyle Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.

Quarter-by-quarter ownership
Doyle Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$554,000
-5.1%
2,527
-2.2%
0.05%
+2.1%
Q2 2022$584,000
+64.0%
2,583
+94.6%
0.05%
+80.8%
Q1 2022$356,000
-4.6%
1,327
+0.7%
0.03%
-3.7%
Q4 2021$373,000
+18.8%
1,318
+10.5%
0.03%
+8.0%
Q3 2021$314,000
-1.3%
1,193
+0.9%
0.02%
-3.8%
Q2 2021$318,000
+3.9%
1,182
+0.4%
0.03%
-10.3%
Q1 2021$306,000
+12.9%
1,177
-0.2%
0.03%
+3.6%
Q4 2020$271,000
+22.6%
1,179
-1.3%
0.03%
+7.7%
Q3 2020$221,000
+4.2%
1,195
+0.2%
0.03%
-7.1%
Q2 2020$212,000
-45.4%
1,193
-55.8%
0.03%
-54.8%
Q1 2020$388,000
-31.4%
2,697
-1.9%
0.06%
-12.7%
Q4 2019$566,000
+7.0%
2,750
+0.4%
0.07%
-2.7%
Q3 2019$529,000
-0.6%
2,739
+0.1%
0.07%
-1.4%
Q2 2019$532,000
-0.4%
2,737
-0.9%
0.07%
-5.1%
Q1 2019$534,000
+16.3%
2,763
+0.0%
0.08%
+1.3%
Q4 2018$459,000
-19.6%
2,762
-2.6%
0.08%
-13.5%
Q3 2018$571,000
+11.3%
2,837
+7.7%
0.09%
+4.7%
Q2 2018$513,000
+97.3%
2,635
+90.0%
0.08%
+93.2%
Q1 2018$260,000
-14.8%
1,387
-13.9%
0.04%
-15.4%
Q4 2017$305,000
+9.7%
1,610
+3.7%
0.05%
+6.1%
Q3 2017$278,000
+25.8%
1,553
+22.1%
0.05%
+19.5%
Q2 2017$221,000
-29.4%
1,272
-30.4%
0.04%
-35.9%
Q1 2017$313,0001,8270.06%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 807,950$185,691,00048.10%
HBC Financial Services, PLLC 156,042$37,647,00029.19%
Leonard Rickey Investment Advisors P.L.L.C. 251,800$57,871,00026.35%
LVZ, Inc. 512,651$117,823,00019.70%
Harbor Group, Inc. 108,514$26,235,00019.60%
New England Professional Planning Group Inc. 110,214$25,332,00017.85%
Independence Wealth Advisors, Inc. 34,337$7,892,00017.70%
ARKANSAS FINANCIAL GROUP, INC. 301,276$69,242,00017.66%
Millburn Ridgefield Corp 1,000,302$229,899,00017.53%
FFT WEALTH MANAGEMENT LLC 220,612$50,703,00017.44%
View complete list of ISHARES TR shareholders