Pflug Koory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Pflug Koory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,688
-98.0%
95
-97.9%
0.01%
-97.7%
Q2 2023$1,178,229
+3.8%
4,506
-0.7%
0.60%
-2.8%
Q1 2023$1,134,726
+103339.0%
4,5360.0%0.62%
+1.1%
Q4 2022$1,097
-99.9%
4,536
+2.1%
0.61%
+2.9%
Q3 2022$974,000
-3.1%
4,4410.0%0.59%
+2.2%
Q2 2022$1,005,000
-15.7%
4,4410.0%0.58%
-3.5%
Q1 2022$1,192,000
-5.2%
4,4410.0%0.60%
-5.2%
Q4 2021$1,257,000
+7.6%
4,4410.0%0.63%
-0.8%
Q3 2021$1,168,000
-2.1%
4,4410.0%0.64%
+2.2%
Q2 2021$1,193,000
+3.2%
4,4410.0%0.62%
-2.2%
Q1 2021$1,156,000
+13.2%
4,4410.0%0.64%
+5.8%
Q4 2020$1,021,000
+24.1%
4,4410.0%0.60%
+8.6%
Q3 2020$823,000
+4.2%
4,4410.0%0.56%
-5.1%
Q2 2020$790,000
+19650.0%
4,441
+14703.3%
0.59%
+14550.0%
Q1 2020$4,000
-33.3%
300.0%0.00%0.0%
Q4 2019$6,0000.0%300.0%0.00%
-20.0%
Q3 2019$6,0000.0%300.0%0.01%0.0%
Q2 2019$6,000
-80.6%
30
-81.6%
0.01%
-79.2%
Q1 2019$31,000
+14.8%
1630.0%0.02%
+4.3%
Q4 2018$27,000
-18.2%
1630.0%0.02%
-14.8%
Q3 2018$33,000
+3.1%
1630.0%0.03%
+8.0%
Q2 2018$32,000
+3.2%
1630.0%0.02%
-3.8%
Q1 2018$31,000
-3.1%
163
-4.1%
0.03%
+4.0%
Q4 2017$32,000
-22.0%
170
-26.1%
0.02%
-26.5%
Q3 2017$41,000
+2.5%
2300.0%0.03%0.0%
Q2 2017$40,000
+2.6%
2300.0%0.03%0.0%
Q1 2017$39,000
+2.6%
2300.0%0.03%
+3.0%
Q4 2016$38,0002300.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders