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 | $2,987,664 | -4.6% | 11,982 | +0.1% | 0.39% | -10.3% |
| Q2 2023 | $3,130,127 | +0.5% | 11,971 | -3.8% | 0.44% | -6.2% |
| Q1 2023 | $3,113,409 | +6.9% | 12,446 | +3.4% | 0.46% | +2.2% |
| Q4 2022 | $2,911,616 | +9.3% | 12,037 | -1.0% | 0.46% | +3.6% |
| Q3 2022 | $2,665,000 | -1.6% | 12,156 | +1.5% | 0.44% | +1.2% |
| Q2 2022 | $2,708,000 | -18.6% | 11,971 | -3.5% | 0.43% | -1.6% |
| Q1 2022 | $3,327,000 | -1.5% | 12,400 | +3.9% | 0.44% | +3.0% |
| Q4 2021 | $3,378,000 | +24.1% | 11,932 | +15.3% | 0.43% | +16.0% |
| Q3 2021 | $2,722,000 | +2.2% | 10,348 | +4.4% | 0.37% | +2.2% |
| Q2 2021 | $2,664,000 | +12.1% | 9,913 | +8.6% | 0.36% | +0.8% |
| Q1 2021 | $2,376,000 | +20.3% | 9,130 | +6.2% | 0.36% | +13.3% |
| Q4 2020 | $1,975,000 | +29.5% | 8,595 | +4.4% | 0.32% | +8.2% |
| Q3 2020 | $1,525,000 | -3.5% | 8,231 | -7.4% | 0.29% | -12.8% |
| Q2 2020 | $1,580,000 | +29.7% | 8,887 | +4.9% | 0.34% | +2.1% |
| Q1 2020 | $1,218,000 | -54.1% | 8,470 | -34.2% | 0.33% | -46.2% |
| Q4 2019 | $2,651,000 | – | 12,878 | – | 0.61% | – |
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% |