SeaCrest Wealth Management, LLC - 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
SeaCrest Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$618,256
-2.2%
2,479
+2.6%
0.08%0.0%
Q2 2023$632,120
+4.2%
2,417
-0.3%
0.08%
-2.4%
Q1 2023$606,498
+4.7%
2,424
+1.3%
0.08%
-1.2%
Q4 2022$579,181
+5.3%
2,394
-4.6%
0.08%0.0%
Q3 2022$550,000
-3.5%
2,510
-0.4%
0.08%
+15.3%
Q2 2022$570,000
-23.1%
2,519
-8.7%
0.07%
-15.3%
Q1 2022$741,000
-6.3%
2,760
-1.3%
0.08%
-2.3%
Q4 2021$791,000
+13.2%
2,796
+5.2%
0.09%
+3.6%
Q3 2021$699,000
-6.7%
2,659
-4.6%
0.08%
-6.7%
Q2 2021$749,000
+5.8%
2,786
+2.4%
0.09%
-4.3%
Q1 2021$708,000
+13.6%
2,720
+0.3%
0.09%
+6.8%
Q4 2020$623,000
+22.2%
2,713
-1.4%
0.09%
+7.3%
Q3 2020$510,000
-6.8%
2,752
-10.6%
0.08%
-13.7%
Q2 2020$547,000
+32.1%
3,079
+6.9%
0.10%
+6.7%
Q1 2020$414,000
-40.3%
2,880
-14.6%
0.09%
-23.3%
Q4 2019$694,000
+6.4%
3,374
-0.1%
0.12%
-4.9%
Q3 2019$652,000
+57.9%
3,377
+58.9%
0.12%
+45.2%
Q2 2019$413,000
-1.9%
2,125
-4.5%
0.08%
+16.7%
Q1 2019$421,000
+14.1%
2,2250.0%0.07%
-5.3%
Q4 2018$369,000
+15.3%
2,225
+40.1%
0.08%
+40.7%
Q3 2018$320,000
+370.6%
1,588
+356.3%
0.05%
+350.0%
Q2 2018$68,000
+4.6%
3480.0%0.01%0.0%
Q1 2018$65,000
+80.6%
348
+85.1%
0.01%
+71.4%
Q4 2017$36,0001880.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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