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 | $3,636,646 | +101.9% | 14,585 | +111.7% | 0.33% | +114.3% |
| Q2 2023 | $1,801,079 | +4.5% | 6,888 | -0.0% | 0.15% | -2.5% |
| Q1 2023 | $1,723,790 | +2.3% | 6,891 | -1.1% | 0.16% | -4.8% |
| Q4 2022 | $1,684,668 | +7.0% | 6,965 | -3.0% | 0.17% | +5.7% |
| Q3 2022 | $1,575,000 | -4.1% | 7,183 | -1.1% | 0.16% | -2.5% |
| Q2 2022 | $1,643,000 | -14.2% | 7,262 | +1.7% | 0.16% | +34.2% |
| Q1 2022 | $1,916,000 | -5.7% | 7,140 | -0.5% | 0.12% | -4.0% |
| Q4 2021 | $2,032,000 | +23.7% | 7,177 | +14.9% | 0.12% | +9.6% |
| Q3 2021 | $1,643,000 | +7.0% | 6,245 | +9.3% | 0.11% | +11.8% |
| Q2 2021 | $1,536,000 | +5.4% | 5,715 | +2.1% | 0.10% | -1.9% |
| Q1 2021 | $1,457,000 | +4.5% | 5,598 | -7.7% | 0.10% | -8.0% |
| Q4 2020 | $1,394,000 | +7.2% | 6,066 | -13.5% | 0.11% | +1.8% |
| Q3 2020 | $1,300,000 | +13.5% | 7,016 | +8.9% | 0.11% | +20.7% |
| Q2 2020 | $1,145,000 | -2.7% | 6,440 | -21.3% | 0.09% | -15.6% |
| Q1 2020 | $1,177,000 | -42.7% | 8,181 | -18.1% | 0.11% | -37.4% |
| Q4 2019 | $2,055,000 | +8.3% | 9,983 | +1.7% | 0.17% | 0.0% |
| Q3 2019 | $1,897,000 | +57.2% | 9,817 | +58.0% | 0.17% | +29.9% |
| Q2 2019 | $1,207,000 | +13.8% | 6,215 | +10.9% | 0.13% | +3.1% |
| Q1 2019 | $1,061,000 | -11.8% | 5,603 | -22.6% | 0.13% | -21.7% |
| Q4 2018 | $1,203,000 | -48.6% | 7,242 | -37.7% | 0.17% | -43.5% |
| Q3 2018 | $2,341,000 | +47.5% | 11,630 | +42.7% | 0.29% | +36.7% |
| Q2 2018 | $1,587,000 | +108.5% | 8,150 | +100.9% | 0.22% | +104.8% |
| Q1 2018 | $761,000 | +14.4% | 4,056 | +15.8% | 0.10% | +4.0% |
| Q4 2017 | $665,000 | – | 3,504 | – | 0.10% | – |
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% |