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 | $16,968,047 | -2.0% | 68,049 | +2.8% | 0.44% | +1.2% |
| Q2 2023 | $17,314,691 | +8.3% | 66,218 | +3.6% | 0.43% | +0.9% |
| Q1 2023 | $15,989,721 | +3.5% | 63,918 | +0.1% | 0.43% | -3.6% |
| Q4 2022 | $15,445,164 | +12.3% | 63,852 | +1.8% | 0.45% | -10.4% |
| Q3 2022 | $13,758,000 | -4.0% | 62,749 | -0.9% | 0.50% | -2.4% |
| Q2 2022 | $14,325,000 | -12.8% | 63,316 | +3.4% | 0.51% | -1.9% |
| Q1 2022 | $16,431,000 | -2.8% | 61,232 | +2.6% | 0.52% | -1.3% |
| Q4 2021 | $16,900,000 | +9.4% | 59,698 | +1.7% | 0.53% | -3.1% |
| Q3 2021 | $15,447,000 | +0.0% | 58,717 | +2.2% | 0.54% | -13.0% |
| Q2 2021 | $15,443,000 | +3.5% | 57,468 | +0.1% | 0.62% | -7.3% |
| Q1 2021 | $14,919,000 | +15.8% | 57,435 | +2.1% | 0.67% | +6.3% |
| Q4 2020 | $12,878,000 | +22.4% | 56,230 | -0.9% | 0.63% | +10.8% |
| Q3 2020 | $10,518,000 | +4.1% | 56,758 | -0.1% | 0.57% | -0.9% |
| Q2 2020 | $10,104,000 | +23.9% | 56,821 | +0.3% | 0.58% | +2.3% |
| Q1 2020 | $8,154,000 | -31.6% | 56,679 | -2.1% | 0.56% | -23.6% |
| Q4 2019 | $11,916,000 | +6.9% | 57,895 | +0.3% | 0.74% | -7.9% |
| Q3 2019 | $11,151,000 | +1.6% | 57,708 | +2.1% | 0.80% | -2.8% |
| Q2 2019 | $10,979,000 | +2.0% | 56,521 | -0.5% | 0.82% | -5.0% |
| Q1 2019 | $10,760,000 | +17.5% | 56,809 | +3.0% | 0.87% | -0.1% |
| Q4 2018 | $9,161,000 | -17.3% | 55,163 | +0.2% | 0.87% | -6.7% |
| Q3 2018 | $11,081,000 | +2.7% | 55,050 | -0.6% | 0.93% | -9.2% |
| Q2 2018 | $10,788,000 | +9.0% | 55,388 | +5.0% | 1.02% | +2.0% |
| Q1 2018 | $9,896,000 | +13.3% | 52,759 | +14.7% | 1.00% | +9.0% |
| Q4 2017 | $8,731,000 | +11.6% | 46,009 | +5.3% | 0.92% | -8.2% |
| Q3 2017 | $7,821,000 | -0.7% | 43,714 | -3.5% | 1.00% | -10.4% |
| Q2 2017 | $7,880,000 | +99.9% | 45,297 | +96.8% | 1.12% | +44.0% |
| Q1 2017 | $3,941,000 | +2.4% | 23,020 | -1.1% | 0.78% | -6.6% |
| Q4 2016 | $3,849,000 | +7.8% | 23,285 | +0.5% | 0.83% | +3.6% |
| Q3 2016 | $3,569,000 | -2.0% | 23,167 | -2.0% | 0.80% | -4.1% |
| Q2 2016 | $3,640,000 | +7.6% | 23,643 | +0.8% | 0.84% | -3.6% |
| Q1 2016 | $3,383,000 | +8.0% | 23,461 | +4.4% | 0.87% | -11.0% |
| Q4 2015 | $3,132,000 | +10.3% | 22,481 | +8.1% | 0.98% | +9.2% |
| Q3 2015 | $2,840,000 | -6.5% | 20,788 | +2.7% | 0.89% | -7.2% |
| Q2 2015 | $3,036,000 | +0.6% | 20,246 | +1.9% | 0.96% | -4.8% |
| Q1 2015 | $3,019,000 | +23.7% | 19,865 | +17.9% | 1.01% | +18.7% |
| Q4 2014 | $2,440,000 | +109.1% | 16,851 | +97.4% | 0.85% | +91.2% |
| Q3 2014 | $1,167,000 | +37.3% | 8,538 | +43.7% | 0.44% | +31.3% |
| Q2 2014 | $850,000 | +4.7% | 5,941 | +0.6% | 0.34% | -6.6% |
| Q1 2014 | $812,000 | +0.2% | 5,907 | -2.4% | 0.36% | -1.9% |
| Q4 2013 | $810,000 | +100.0% | 6,052 | +85.7% | 0.37% | +84.1% |
| Q3 2013 | $405,000 | +12.8% | 3,259 | +4.8% | 0.20% | +7.5% |
| Q2 2013 | $359,000 | – | 3,109 | – | 0.19% | – |
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% |