CORBETT ROAD CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
CORBETT ROAD CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$653,000
-35.5%
2,886
-23.5%
1.12%
-14.1%
Q1 2022$1,012,000
+0.5%
3,772
+6.0%
1.30%
-24.6%
Q4 2021$1,007,000
-9.5%
3,557
-15.9%
1.73%
-10.5%
Q3 2021$1,113,000
-1.3%
4,230
+0.7%
1.93%
-3.2%
Q2 2021$1,128,000
-27.2%
4,199
-29.5%
1.99%
-13.6%
Q1 2021$1,550,000
-55.2%
5,956
-60.5%
2.30%
-26.9%
Q4 2020$3,463,000
+14.6%
15,068
-7.6%
3.15%
+9.8%
Q3 2020$3,021,000
-9.6%
16,305
-13.2%
2.87%
-10.4%
Q2 2020$3,340,000
+35.7%
18,784
+9.8%
3.20%
-8.6%
Q1 2020$2,462,000
-1.4%
17,115
+41.0%
3.51%
+42.7%
Q4 2019$2,498,00012,1352.46%
Other shareholders
ISHARES TR shareholders Q3 2021
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