Annapolis Financial Services, 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
Annapolis Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,367,223
-4.2%
13,504
+0.4%
0.97%
-3.0%
Q2 2023$3,515,861
+4.5%
13,4460.0%1.00%
-1.9%
Q1 2023$3,363,652
+3.4%
13,4460.0%1.02%
-3.1%
Q4 2022$3,252,453
+15.1%
13,446
+4.3%
1.05%
+1.6%
Q3 2022$2,826,000
-4.3%
12,889
-1.2%
1.04%
-3.3%
Q2 2022$2,952,000
-16.5%
13,049
-0.9%
1.07%
-6.7%
Q1 2022$3,534,000
-4.3%
13,168
+0.9%
1.15%
+0.1%
Q4 2021$3,694,000
+7.6%
13,0490.0%1.15%
+0.7%
Q3 2021$3,433,000
-2.1%
13,0490.0%1.14%
-3.1%
Q2 2021$3,507,000
-1.5%
13,049
-4.6%
1.18%
-9.7%
Q1 2021$3,559,000
+12.1%
13,675
-1.0%
1.30%
+5.5%
Q4 2020$3,174,00013,8121.23%
Other shareholders
ISHARES TR shareholders Q3 2021
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