Zhang Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
Zhang Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,300,856
-3.6%
22,229
+0.0%
0.09%
-9.0%
Q1 2024$1,350,109
+7.2%
22,227
+388.9%
0.10%
-7.4%
Q4 2023$1,259,759
+13.5%
4,546
+2.1%
0.11%
-3.6%
Q3 2023$1,110,004
-5.5%
4,453
-0.3%
0.11%
-7.4%
Q2 2023$1,174,763
+5.1%
4,4670.0%0.12%
-5.5%
Q1 2023$1,117,485
+1.1%
4,467
-2.3%
0.13%
-9.2%
Q4 2022$1,105,650
+12.7%
4,571
+2.1%
0.14%
-4.7%
Q3 2022$981,000
-2.0%
4,475
+1.2%
0.15%
-8.1%
Q2 2022$1,001,000
-17.1%
4,423
-1.8%
0.16%
-21.1%
Q1 2022$1,208,000
-1.1%
4,503
+4.4%
0.20%
-5.6%
Q4 2021$1,221,000
+20.2%
4,313
+11.7%
0.22%
-8.1%
Q3 2021$1,016,000
+59.0%
3,861
+62.4%
0.24%
+49.7%
Q2 2021$639,000
+3.2%
2,3770.0%0.16%
-5.4%
Q1 2021$619,000
+13.4%
2,3770.0%0.17%
-1.2%
Q4 2020$546,000
+25.8%
2,377
+1.5%
0.17%
+7.7%
Q3 2020$434,000
+23.6%
2,341
+18.7%
0.16%
+15.6%
Q2 2020$351,000
+2.0%
1,972
-17.5%
0.14%
-11.2%
Q1 2020$344,000
-30.1%
2,3910.0%0.15%
-18.7%
Q4 2019$492,000
+6.5%
2,3910.0%0.19%
-4.1%
Q3 2019$462,000
-6.7%
2,391
-6.2%
0.20%
-5.8%
Q2 2019$495,000
+27.9%
2,549
+24.6%
0.21%
+24.0%
Q1 2019$387,000
+13.8%
2,0450.0%0.17%
+1.8%
Q4 2018$340,000
+21.9%
2,045
+46.6%
0.16%
+23.3%
Q3 2018$279,000
+2.6%
1,3950.0%0.13%
-3.6%
Q2 2018$272,000
+6.2%
1,3950.0%0.14%
+3.0%
Q1 2018$256,000
-5.5%
1,3950.0%0.13%
+1.5%
Q4 2017$271,000
-26.8%
1,395
-31.8%
0.13%
-29.8%
Q3 2017$370,000
+4.2%
2,0450.0%0.19%
-0.5%
Q2 2017$355,000
+31.0%
2,045
+46.6%
0.19%
+40.0%
Q1 2017$271,000
+6.3%
1,395
-8.8%
0.14%
-2.2%
Q4 2016$255,000
-24.8%
1,529
-30.2%
0.14%
-25.8%
Q3 2016$339,000
+27.0%
2,190
+22.5%
0.19%
+26.5%
Q2 2016$267,000
+3.5%
1,7880.0%0.15%
+0.7%
Q1 2016$258,000
+3.6%
1,7880.0%0.15%
-2.0%
Q4 2015$249,000
-24.3%
1,788
-25.8%
0.15%
-28.7%
Q3 2015$329,0002,4110.21%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 808,003$149,731,00049.04%
Leonard Rickey Investment Advisors P.L.L.C. 252,796$46,846,00029.31%
HBC Financial Services, PLLC 158,889$33,035,00027.85%
LVZ, Inc. 497,718$92,232,00019.00%
FFT WEALTH MANAGEMENT LLC 234,858$43,522,00018.70%
New England Professional Planning Group Inc. 110,033$22,260,00017.72%
Millburn Ridgefield Corp 1,257,730$233,070,00017.30%
Independence Wealth Advisors, Inc. 35,380$6,556,00016.92%
ARKANSAS FINANCIAL GROUP, INC. 308,888$57,240,00016.83%
TRUEFG, LLC 119,419$22,130,00015.39%
View complete list of ISHARES TR shareholders