News + Filings Holdings
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Tortoise Investment Management, LLC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 95,365 | 3,784 | 9,503,107,000 | 647,244,000 | $99,649.84 |
| 03/31/2023 | iSHARES TRUST | IJR | 91,581 | 10,664 | 8,855,863,000 | 8,848,385,000 | $96,699.78 |
| 06/30/2022 | iSHARES TRUST | IJR | 80,917 | 7,903 | 7,478,000 | -399,000 | $92.42 |
| 03/31/2022 | iSHARES TRUST | IJR | 73,014 | -1,439 | 7,877,000 | -649,000 | $107.88 |
| 12/31/2021 | iSHARES TRUST | IJR | 74,453 | 10,496 | 8,526,000 | 1,543,000 | $114.52 |
| 09/30/2021 | iSHARES TRUST | IJR | 63,957 | -270 | 6,983,000 | -273,000 | $109.18 |
| 06/30/2021 | iSHARES TRUST | IJR | 64,227 | 3,265 | 7,256,000 | 1,654,000 | $112.97 |
| 12/31/2020 | iSHARES TRUST | IJR | 60,962 | -1,443 | 5,602,000 | 1,219,000 | $91.89 |
| 09/30/2020 | iSHARES TRUST | IJR | 62,405 | -611 | 4,383,000 | 80,000 | $70.23 |
| 06/30/2020 | iSHARES TRUST | IJR | 63,016 | -7,732 | 4,303,000 | 333,000 | $68.28 |
| 03/31/2020 | iSHARES TRUST | IJR | 70,748 | -13,373 | 3,970,000 | -3,084,000 | $56.11 |
| 12/31/2019 | iSHARES TRUST | IJR | 84,121 | -5,924 | 7,054,000 | 45,000 | $83.86 |
| 09/30/2019 | iSHARES TRUST | IJR | 90,045 | -3,268 | 7,009,000 | -296,000 | $77.84 |
| 06/30/2019 | iSHARES TRUST | IJR | 93,313 | -1,194 | 7,305,000 | 14,000 | $78.28 |
| 03/31/2019 | iSHARES TRUST | IJR | 94,507 | 2,804 | 7,291,000 | 934,000 | $77.15 |
| 12/31/2018 | iSHARES TRUST | IJR | 91,703 | 14,275 | 6,357,000 | -398,000 | $69.32 |
| 09/30/2018 | iSHARES TRUST | IJR | 77,428 | -1,084 | 6,755,000 | 202,000 | $87.24 |
| 06/30/2018 | iSHARES TRUST | IJR | 78,512 | 2,185 | 6,553,000 | 690,000 | $83.46 |
| 12/31/2017 | iSHARES TRUST | IJR | 76,327 | -13 | 5,863,000 | 197,000 | $76.81 |
| 09/30/2017 | iSHARES TRUST | IJR | 76,340 | 221 | 5,666,000 | 329,000 | $74.22 |
| 06/30/2017 | iSHARES TRUST | IJR | 76,119 | 7,603 | 5,337,000 | 598,000 | $70.11 |
| 03/31/2017 | iSHARES TRUST | IJR | 68,516 | 35,768 | 4,739,000 | 235,000 | $69.17 |
| 12/31/2016 | iSHARES TRUST | IJR | 32,748 | -386 | 4,504,000 | 390,000 | $137.54 |
| 09/30/2016 | iSHARES TRUST | IJR | 33,134 | -549 | 4,114,000 | 200,000 | $124.16 |
| 06/30/2016 | iSHARES TRUST | IJR | 33,683 | 387 | 3,914,000 | 166,000 | $116.20 |
| 03/31/2016 | iSHARES TRUST | IJR | 33,296 | 33,296 | 3,748,000 | 3,748,000 | $112.57 |
| 12/31/2015 | iSHARES TRUST | IJR | 34,052 | 34,052 | 3,749,000 | 3,749,000 | $110.10 |
| 09/30/2015 | iSHARES TRUST | IJR | 35,059 | 35,059 | 3,736,000 | 3,736,000 | $106.56 |
| 06/30/2015 | iSHARES TRUST | IJR | 33,988 | 33,988 | 4,006,000 | 4,006,000 | $117.87 |
| 03/31/2015 | iSHARES TRUST | IJR | 33,513 | 372 | 3,955,000 | 175,000 | $118.01 |
| 12/31/2014 | iSHARES TRUST | IJR | 33,141 | 33,141 | 3,780,000 | 3,780,000 | $114.06 |
| 09/30/2014 | iSHARES TRUST | IJR | 35,308 | 3,164 | 3,683,000 | 80,000 | $104.31 |
| 06/30/2014 | iSHARES TRUST | IJR | 32,144 | 32,144 | 3,603,000 | 3,603,000 | $112.09 |
| 03/31/2014 | iSHARES TRUST | IJR | 31,158 | 31,158 | 3,432,000 | 3,432,000 | $110.15 |
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