Rice Partnership, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rice Partnership, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70,073
-3.8%
970
-0.1%
0.02%0.0%
Q2 2023$72,825
+4.9%
9710.0%0.02%
-4.8%
Q1 2023$69,436
+4.7%
9710.0%0.02%0.0%
Q4 2022$66,319
+10.5%
971
+1.5%
0.02%
+10.5%
Q3 2022$60,000
-1.6%
9570.0%0.02%
-9.5%
Q2 2022$61,000
-17.6%
9570.0%0.02%0.0%
Q1 2022$74,000
-9.8%
9570.0%0.02%
-8.7%
Q4 2021$82,000
+7.9%
9570.0%0.02%
-4.2%
Q3 2021$76,000
-1.3%
9570.0%0.02%0.0%
Q2 2021$77,000
+2.7%
9570.0%0.02%
-11.1%
Q1 2021$75,000
+8.7%
9570.0%0.03%
+3.8%
Q4 2020$69,000
+590.0%
957
+2178.6%
0.03%
+550.0%
Q3 2020$10,000
+11.1%
420.0%0.00%
-20.0%
Q2 2020$9,000
+28.6%
420.0%0.01%0.0%
Q1 2020$7,000
-30.0%
420.0%0.01%0.0%
Q4 2019$10,000
+11.1%
420.0%0.01%
-16.7%
Q3 2019$9,000
-10.0%
420.0%0.01%
-14.3%
Q2 2019$10,000420.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders