Fulcrum Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.

Quarter-by-quarter ownership
Fulcrum Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$648,000
-5.3%
2,4160.0%0.17%
+17.6%
Q4 2021$684,000
+7.5%
2,4160.0%0.15%
-2.6%
Q3 2021$636,000
+5.0%
2,416
+7.1%
0.15%0.0%
Q2 2021$606,000
+3.2%
2,2550.0%0.15%
-9.5%
Q1 2021$587,000
+12.0%
2,255
-1.1%
0.17%
+7.0%
Q4 2020$524,000
+7.8%
2,279
-13.2%
0.16%
-10.8%
Q3 2020$486,000
+5.2%
2,625
+1.1%
0.18%
+0.6%
Q2 2020$462,000
-93.0%
2,597
-94.3%
0.18%
-94.1%
Q1 2020$6,567,000
-62.0%
45,652
-45.6%
2.98%
-44.2%
Q4 2019$17,269,000
+14.1%
83,903
+7.1%
5.35%
+3.4%
Q3 2019$15,139,000
+0.0%
78,349
+0.6%
5.17%
-6.7%
Q2 2019$15,137,000
+3.8%
77,919
+1.2%
5.54%
+0.6%
Q1 2019$14,583,000
+29.9%
76,997
+13.9%
5.51%
+8.8%
Q4 2018$11,230,000
+0.6%
67,626
+21.9%
5.06%
+16.2%
Q3 2018$11,164,000
+29.8%
55,461
+25.6%
4.35%
+6.0%
Q2 2018$8,598,000
+17.7%
44,142
+13.3%
4.10%
+72.6%
Q1 2018$7,308,000
+22.8%
38,962
+24.2%
2.38%
+23.3%
Q4 2017$5,953,00031,3681.93%
Other shareholders
ISHARES TR shareholders Q1 2019
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