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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,111,775 | +12.1% | 40,093 | +0.9% | 2.39% | +2.9% |
| Q3 2023 | $9,908,171 | -4.6% | 39,736 | +0.1% | 2.32% | -1.6% |
| Q2 2023 | $10,383,110 | +2.2% | 39,709 | -2.3% | 2.36% | -2.7% |
| Q1 2023 | $10,164,251 | +100446.6% | 40,631 | -2.8% | 2.42% | -1.1% |
| Q4 2022 | $10,109 | -99.9% | 41,790 | +2.3% | 2.45% | +5.1% |
| Q3 2022 | $8,956,000 | +0.7% | 40,847 | +3.9% | 2.33% | +10.4% |
| Q2 2022 | $8,895,000 | -19.5% | 39,318 | -4.5% | 2.11% | +2.1% |
| Q1 2022 | $11,046,000 | -6.9% | 41,165 | -1.8% | 2.07% | -1.8% |
| Q4 2021 | $11,864,000 | +5.4% | 41,910 | -2.1% | 2.10% | -3.8% |
| Q3 2021 | $11,258,000 | -4.5% | 42,795 | -2.5% | 2.19% | -3.3% |
| Q2 2021 | $11,794,000 | +1.8% | 43,891 | -1.3% | 2.26% | -5.8% |
| Q1 2021 | $11,580,000 | +4.5% | 44,490 | -7.8% | 2.40% | -1.2% |
| Q4 2020 | $11,085,000 | +17.6% | 48,231 | -5.2% | 2.43% | +1.3% |
| Q3 2020 | $9,424,000 | -1.3% | 50,857 | -5.3% | 2.40% | -8.5% |
| Q2 2020 | $9,550,000 | +23.5% | 53,703 | -0.1% | 2.62% | +3.5% |
| Q1 2020 | $7,731,000 | -36.8% | 53,741 | -9.6% | 2.53% | -22.9% |
| Q4 2019 | $12,233,000 | +2.6% | 59,435 | -3.7% | 3.28% | -7.3% |
| Q3 2019 | $11,927,000 | -7.1% | 61,727 | -6.6% | 3.54% | -8.7% |
| Q2 2019 | $12,843,000 | +2.2% | 66,111 | -0.3% | 3.88% | +1.1% |
| Q1 2019 | $12,562,000 | +13.3% | 66,325 | -0.7% | 3.84% | +0.2% |
| Q4 2018 | $11,087,000 | -24.6% | 66,762 | -8.6% | 3.83% | -12.7% |
| Q3 2018 | $14,701,000 | +0.2% | 73,034 | -3.0% | 4.39% | -6.6% |
| Q2 2018 | $14,666,000 | +2.4% | 75,297 | -1.4% | 4.70% | +0.1% |
| Q1 2018 | $14,327,000 | +3.2% | 76,386 | +4.4% | 4.69% | +26.6% |
| Q4 2017 | $13,882,000 | +5.6% | 73,147 | -0.5% | 3.71% | -18.6% |
| Q3 2017 | $13,146,000 | -5.2% | 73,480 | -7.9% | 4.55% | -8.8% |
| Q2 2017 | $13,871,000 | +3.6% | 79,740 | +2.0% | 4.99% | +2.0% |
| Q1 2017 | $13,388,000 | +14.6% | 78,193 | +10.7% | 4.89% | +19.9% |
| Q4 2016 | $11,684,000 | +9.6% | 70,664 | +2.5% | 4.08% | -6.9% |
| Q3 2016 | $10,661,000 | +1.5% | 68,908 | -2.0% | 4.38% | -1.3% |
| Q2 2016 | $10,508,000 | -2.9% | 70,340 | -6.3% | 4.44% | -8.7% |
| Q1 2016 | $10,823,000 | -0.1% | 75,061 | -3.5% | 4.86% | -4.8% |
| Q4 2015 | $10,836,000 | -12.4% | 77,775 | -14.1% | 5.11% | -25.1% |
| Q3 2015 | $12,367,000 | -18.0% | 90,530 | -8.8% | 6.82% | -8.9% |
| Q2 2015 | $15,085,000 | 0.0% | 99,255 | 0.0% | 7.49% | 0.0% |
| Q1 2015 | $15,085,000 | +4.7% | 99,255 | -0.3% | 7.49% | -1.1% |
| Q4 2014 | $14,409,000 | +29.7% | 99,511 | +22.5% | 7.58% | +12.4% |
| Q3 2014 | $11,109,000 | -6.3% | 81,246 | -1.9% | 6.74% | -5.9% |
| Q2 2014 | $11,851,000 | -0.5% | 82,824 | -4.4% | 7.16% | -4.5% |
| Q1 2014 | $11,910,000 | -2.3% | 86,640 | -4.9% | 7.50% | -1.4% |
| Q4 2013 | $12,192,000 | +17.9% | 91,119 | +9.4% | 7.61% | +10.3% |
| Q3 2013 | $10,339,000 | +2.4% | 83,285 | -4.7% | 6.90% | +1.4% |
| Q2 2013 | $10,092,000 | – | 87,372 | – | 6.80% | – |
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% |