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 | $2,022,728 | -2.9% | 8,112 | +1.8% | 1.64% | +15.9% |
| Q2 2023 | $2,083,473 | +2.2% | 7,968 | -2.2% | 1.41% | -5.8% |
| Q1 2023 | $2,038,554 | +106518.9% | 8,149 | +3.1% | 1.50% | +5.3% |
| Q4 2022 | $1,912 | -99.9% | 7,903 | +2.0% | 1.42% | +1.1% |
| Q3 2022 | $1,699,000 | -14.4% | 7,746 | -11.7% | 1.41% | -5.9% |
| Q2 2022 | $1,985,000 | -9.0% | 8,777 | +7.9% | 1.50% | +7.9% |
| Q1 2022 | $2,182,000 | -4.5% | 8,133 | +0.8% | 1.39% | +3.6% |
| Q4 2021 | $2,284,000 | +7.8% | 8,069 | +0.2% | 1.34% | -2.1% |
| Q3 2021 | $2,118,000 | +0.7% | 8,050 | +2.8% | 1.37% | +1.2% |
| Q2 2021 | $2,104,000 | +3.6% | 7,829 | +0.4% | 1.35% | -2.7% |
| Q1 2021 | $2,030,000 | +26.6% | 7,799 | +11.7% | 1.39% | +22.4% |
| Q4 2020 | $1,604,000 | +27.3% | 6,981 | +2.7% | 1.14% | +14.6% |
| Q3 2020 | $1,260,000 | +8.2% | 6,800 | +3.8% | 0.99% | -2.0% |
| Q2 2020 | $1,165,000 | +27.7% | 6,554 | +3.3% | 1.01% | +9.4% |
| Q1 2020 | $912,000 | -30.5% | 6,342 | -0.6% | 0.92% | -8.7% |
| Q4 2019 | $1,313,000 | +8.6% | 6,381 | +2.0% | 1.01% | -5.5% |
| Q3 2019 | $1,209,000 | -0.1% | 6,258 | +0.5% | 1.07% | +0.6% |
| Q2 2019 | $1,210,000 | +5.9% | 6,227 | +3.2% | 1.06% | +5.3% |
| Q1 2019 | $1,143,000 | +13.7% | 6,033 | -0.3% | 1.01% | +2.1% |
| Q4 2018 | $1,005,000 | -17.5% | 6,053 | 0.0% | 0.99% | -4.3% |
| Q3 2018 | $1,218,000 | +3.0% | 6,053 | -0.3% | 1.04% | -2.7% |
| Q2 2018 | $1,183,000 | +1.6% | 6,073 | -2.1% | 1.06% | +1.6% |
| Q1 2018 | $1,164,000 | -2.0% | 6,204 | -0.9% | 1.05% | +2.9% |
| Q4 2017 | $1,188,000 | +4.3% | 6,263 | -1.6% | 1.02% | -1.3% |
| Q3 2017 | $1,139,000 | +2.9% | 6,365 | 0.0% | 1.03% | +2.2% |
| Q2 2017 | $1,107,000 | -15.9% | 6,365 | -17.2% | 1.01% | -14.5% |
| Q1 2017 | $1,316,000 | +1.4% | 7,685 | -2.1% | 1.18% | +0.3% |
| Q4 2016 | $1,298,000 | -0.2% | 7,851 | -6.6% | 1.18% | -0.3% |
| Q3 2016 | $1,301,000 | -4.7% | 8,406 | -8.0% | 1.18% | -5.0% |
| Q2 2016 | $1,365,000 | +12.7% | 9,133 | +8.7% | 1.24% | +5.8% |
| Q1 2016 | $1,211,000 | +1.2% | 8,399 | -2.2% | 1.17% | -6.0% |
| Q4 2015 | $1,197,000 | +4.6% | 8,588 | +2.5% | 1.25% | -3.0% |
| Q3 2015 | $1,144,000 | +2.6% | 8,378 | +12.7% | 1.29% | +8.3% |
| Q2 2015 | $1,115,000 | +7.9% | 7,437 | +9.4% | 1.19% | +5.6% |
| Q1 2015 | $1,033,000 | +24.6% | 6,800 | +18.8% | 1.12% | +35.6% |
| Q4 2014 | $829,000 | +6.0% | 5,723 | +0.1% | 0.83% | +8.5% |
| Q3 2014 | $782,000 | +15.3% | 5,718 | +20.7% | 0.76% | +23.0% |
| Q2 2014 | $678,000 | +32.4% | 4,738 | +27.3% | 0.62% | +23.5% |
| Q1 2014 | $512,000 | -5.7% | 3,722 | -8.2% | 0.50% | -6.9% |
| Q4 2013 | $543,000 | +16.3% | 4,053 | +7.9% | 0.54% | +2.9% |
| Q3 2013 | $467,000 | +24.9% | 3,756 | +15.9% | 0.52% | +20.1% |
| Q2 2013 | $374,000 | – | 3,241 | – | 0.44% | – |
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% |