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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,504,614 | -9.2% | 14,055 | -4.8% | 0.82% | +10.9% |
| Q2 2023 | $3,861,275 | -5.8% | 14,767 | -9.9% | 0.74% | +9.8% |
| Q1 2023 | $4,100,373 | +108923.5% | 16,391 | +5.4% | 0.68% | +6.0% |
| Q4 2022 | $3,761 | -99.9% | 15,548 | -2.2% | 0.64% | +3.4% |
| Q3 2022 | $3,487,000 | -12.7% | 15,903 | -9.9% | 0.62% | -4.9% |
| Q2 2022 | $3,995,000 | -24.2% | 17,660 | -10.1% | 0.65% | -9.2% |
| Q1 2022 | $5,272,000 | -9.9% | 19,648 | -4.9% | 0.72% | -0.4% |
| Q4 2021 | $5,850,000 | +5.7% | 20,666 | -1.8% | 0.72% | -4.9% |
| Q3 2021 | $5,537,000 | -4.2% | 21,049 | -2.1% | 0.76% | -1.9% |
| Q2 2021 | $5,778,000 | +1.5% | 21,501 | -1.7% | 0.77% | -3.4% |
| Q1 2021 | $5,693,000 | +17.3% | 21,873 | +3.6% | 0.80% | +9.5% |
| Q4 2020 | $4,854,000 | +15.1% | 21,120 | -7.2% | 0.73% | +3.7% |
| Q3 2020 | $4,218,000 | +8.6% | 22,761 | +4.2% | 0.70% | +1.7% |
| Q2 2020 | $3,885,000 | +42.7% | 21,847 | +15.4% | 0.69% | +20.4% |
| Q1 2020 | $2,723,000 | -27.1% | 18,928 | +4.3% | 0.57% | -5.9% |
| Q4 2019 | $3,737,000 | +2.4% | 18,155 | -3.9% | 0.61% | -3.6% |
| Q3 2019 | $3,650,000 | +1.2% | 18,890 | +1.8% | 0.63% | +2.9% |
| Q2 2019 | $3,606,000 | +9.4% | 18,564 | +6.6% | 0.61% | +4.6% |
| Q1 2019 | $3,297,000 | +15.1% | 17,409 | +0.9% | 0.59% | +5.6% |
| Q4 2018 | $2,865,000 | -16.8% | 17,255 | +0.9% | 0.56% | +2.6% |
| Q3 2018 | $3,443,000 | +28.8% | 17,105 | +24.6% | 0.54% | +25.5% |
| Q2 2018 | $2,674,000 | – | 13,726 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |