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 | $1,360,703 | -25.6% | 5,457 | -22.0% | 0.12% | -32.2% |
| Q2 2023 | $1,828,530 | +38.1% | 6,993 | +32.2% | 0.17% | +16.8% |
| Q1 2023 | $1,323,597 | +2.8% | 5,291 | -0.6% | 0.15% | -0.7% |
| Q4 2022 | $1,287,822 | +89.1% | 5,324 | +71.4% | 0.15% | +47.1% |
| Q3 2022 | $681,000 | -25.2% | 3,106 | -22.9% | 0.10% | -23.9% |
| Q2 2022 | $911,000 | -15.7% | 4,027 | 0.0% | 0.13% | -2.2% |
| Q1 2022 | $1,081,000 | -5.2% | 4,027 | 0.0% | 0.14% | +7.0% |
| Q4 2021 | $1,140,000 | +51.0% | 4,027 | +40.3% | 0.13% | +33.3% |
| Q3 2021 | $755,000 | -17.6% | 2,871 | -15.8% | 0.10% | -22.0% |
| Q2 2021 | $916,000 | +2.0% | 3,409 | -1.2% | 0.12% | -1.6% |
| Q1 2021 | $898,000 | +18.6% | 3,449 | +4.7% | 0.12% | +13.6% |
| Q4 2020 | $757,000 | +0.1% | 3,295 | -19.2% | 0.11% | -9.8% |
| Q3 2020 | $756,000 | -6.6% | 4,080 | -10.4% | 0.12% | -10.9% |
| Q2 2020 | $809,000 | +23.5% | 4,552 | 0.0% | 0.14% | +4.6% |
| Q1 2020 | $655,000 | -30.1% | 4,552 | 0.0% | 0.13% | -49.6% |
| Q4 2019 | $937,000 | +7.0% | 4,552 | +0.5% | 0.26% | -6.1% |
| Q3 2019 | $876,000 | -0.5% | 4,531 | 0.0% | 0.28% | -4.2% |
| Q2 2019 | $880,000 | +2.6% | 4,531 | 0.0% | 0.29% | -5.9% |
| Q1 2019 | $858,000 | +62.5% | 4,531 | +42.4% | 0.31% | +78.5% |
| Q4 2018 | $528,000 | -17.5% | 3,181 | 0.0% | 0.17% | -42.3% |
| Q3 2018 | $640,000 | -8.3% | 3,181 | -11.2% | 0.30% | -17.0% |
| Q2 2018 | $698,000 | +3.9% | 3,582 | 0.0% | 0.36% | -6.8% |
| Q1 2018 | $672,000 | +12.6% | 3,582 | +13.8% | 0.38% | -5.6% |
| Q4 2017 | $597,000 | +93.8% | 3,147 | +82.8% | 0.41% | +93.4% |
| Q3 2017 | $308,000 | +53.2% | 1,722 | +49.0% | 0.21% | +37.0% |
| Q2 2017 | $201,000 | -1.5% | 1,156 | -3.1% | 0.15% | -13.5% |
| Q1 2017 | $204,000 | – | 1,193 | – | 0.18% | – |
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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% |