CAPITAL ADVISORS INC/OK - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.

Quarter-by-quarter ownership
CAPITAL ADVISORS INC/OK ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,223,086
-36.6%
101,155
-33.5%
0.66%
-34.6%
Q2 2023$39,777,892
+4.2%
152,126
-0.3%
1.01%
-1.5%
Q1 2023$38,182,455
+6.3%
152,632
+2.8%
1.03%
+0.7%
Q4 2022$35,911,196
+5.9%
148,461
-2.0%
1.02%
-3.0%
Q3 2022$33,896,000
+39.4%
151,512
+41.0%
1.05%
+44.2%
Q2 2022$24,309,000
-15.9%
107,454
-0.3%
0.73%
-8.0%
Q1 2022$28,907,000
-37.7%
107,726
-34.3%
0.79%
-36.3%
Q4 2021$46,402,000
+8.6%
163,917
+1.0%
1.24%
-2.0%
Q3 2021$42,708,000
+2.8%
162,343
+5.0%
1.27%
+2.0%
Q2 2021$41,538,000
+10.6%
154,573
+7.1%
1.24%
+1.1%
Q1 2021$37,558,000
+83.4%
144,297
+61.9%
1.23%
+68.5%
Q4 2020$20,478,000
+49.0%
89,102
+20.1%
0.73%
+31.1%
Q3 2020$13,746,000
+2.1%
74,181
+5.4%
0.56%
-0.5%
Q2 2020$13,464,000
-3.2%
70,398
-27.2%
0.56%
-25.7%
Q1 2020$13,906,000
+0.6%
96,664
+43.9%
0.75%
+25.9%
Q4 2019$13,829,000
+40.1%
67,191
+32.2%
0.60%
+22.7%
Q3 2019$9,871,0000.0%50,8140.0%0.49%0.0%
Q2 2019$9,871,000
+552.0%
50,814
+535.6%
0.49%
+201.2%
Q1 2019$1,514,000
-75.0%
7,995
-78.1%
0.16%
-58.8%
Q4 2018$6,048,000
-8.1%
36,424
+11.4%
0.39%
+0.3%
Q3 2018$6,581,000
+6.4%
32,693
+3.0%
0.39%
+5.4%
Q2 2018$6,185,000
+10.8%
31,755
+6.7%
0.37%
+11.0%
Q1 2018$5,581,000
+7.3%
29,752
+8.6%
0.34%
+9.8%
Q4 2017$5,201,000
+8.9%
27,407
+2.7%
0.30%
+4.5%
Q3 2017$4,774,000
+4.1%
26,683
+1.2%
0.29%
+2.1%
Q2 2017$4,586,000
-33.7%
26,365
-34.7%
0.29%
-36.7%
Q1 2017$6,913,000
+61.1%
40,373
+55.6%
0.45%
+51.2%
Q4 2016$4,291,00025,9530.30%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders