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 | $615,891 | -13.8% | 2,470 | -5.9% | 0.31% | -8.1% |
| Q2 2023 | $714,745 | +8.1% | 2,624 | -0.7% | 0.33% | -0.3% |
| Q1 2023 | $660,918 | +3.4% | 2,642 | 0.0% | 0.34% | +1.2% |
| Q4 2022 | $639,067 | +10.4% | 2,642 | 0.0% | 0.33% | +2.2% |
| Q3 2022 | $579,000 | -2.7% | 2,642 | +0.5% | 0.32% | +1.6% |
| Q2 2022 | $595,000 | +7.8% | 2,630 | +27.8% | 0.32% | +22.2% |
| Q1 2022 | $552,000 | -1.4% | 2,058 | +4.0% | 0.26% | -2.2% |
| Q4 2021 | $560,000 | +1.6% | 1,979 | 0.0% | 0.27% | +1.9% |
| Q3 2021 | $551,000 | +3.6% | 1,979 | 0.0% | 0.26% | -2.2% |
| Q2 2021 | $532,000 | +3.3% | 1,979 | 0.0% | 0.27% | -2.2% |
| Q1 2021 | $515,000 | +322.1% | 1,979 | +277.7% | 0.27% | +275.3% |
| Q4 2020 | $122,000 | +35.6% | 524 | +8.3% | 0.07% | +23.7% |
| Q3 2020 | $90,000 | +2.3% | 484 | +2.8% | 0.06% | +1.7% |
| Q2 2020 | $88,000 | +29.4% | 471 | 0.0% | 0.06% | +3.6% |
| Q1 2020 | $68,000 | -21.8% | 471 | +8.0% | 0.06% | -1.8% |
| Q4 2019 | $87,000 | +17.6% | 436 | +13.8% | 0.06% | +9.6% |
| Q3 2019 | $74,000 | +469.2% | 383 | +507.9% | 0.05% | +477.8% |
| Q3 2018 | $13,000 | +116.7% | 63 | +70.3% | 0.01% | +125.0% |
| Q2 2016 | $6,000 | +20.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | – | 37 | – | 0.00% | – |
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% |