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 | $732,811 | +3.9% | 2,939 | +9.0% | 0.30% | +2.4% |
| Q2 2023 | $705,181 | +4.4% | 2,697 | -0.1% | 0.29% | +2.8% |
| Q1 2023 | $675,653 | -3.6% | 2,701 | -6.8% | 0.29% | -11.5% |
| Q4 2022 | $700,969 | +8.3% | 2,898 | -1.9% | 0.32% | -0.9% |
| Q3 2022 | $647,000 | -3.0% | 2,953 | +0.2% | 0.33% | +2.8% |
| Q2 2022 | $667,000 | -15.4% | 2,948 | +0.4% | 0.32% | +1.3% |
| Q1 2022 | $788,000 | -5.1% | 2,937 | +0.2% | 0.31% | -0.3% |
| Q4 2021 | $830,000 | +6.1% | 2,932 | -1.3% | 0.31% | 0.0% |
| Q3 2021 | $782,000 | -6.6% | 2,971 | -4.6% | 0.31% | -8.2% |
| Q2 2021 | $837,000 | +7.7% | 3,113 | +4.2% | 0.34% | +1.5% |
| Q1 2021 | $777,000 | +8.7% | 2,987 | -4.0% | 0.34% | +2.4% |
| Q4 2020 | $715,000 | +19.6% | 3,112 | -7.5% | 0.33% | +2.5% |
| Q3 2020 | $598,000 | 0.0% | 3,365 | +0.0% | 0.32% | 0.0% |
| Q2 2020 | $598,000 | +23.6% | 3,364 | -0.1% | 0.32% | +7.7% |
| Q1 2020 | $484,000 | -25.3% | 3,369 | +7.0% | 0.30% | -10.5% |
| Q4 2019 | $648,000 | +7.5% | 3,148 | +0.9% | 0.33% | +0.3% |
| Q3 2019 | $603,000 | -1.3% | 3,121 | -0.8% | 0.33% | -1.2% |
| Q2 2019 | $611,000 | +3.4% | 3,145 | +0.7% | 0.34% | +0.6% |
| Q1 2019 | $591,000 | +14.8% | 3,123 | +0.6% | 0.33% | +9.5% |
| Q4 2018 | $515,000 | -12.9% | 3,104 | +5.8% | 0.30% | -10.3% |
| Q3 2018 | $591,000 | +3.7% | 2,934 | +0.2% | 0.34% | +0.6% |
| Q2 2018 | $570,000 | +4.8% | 2,927 | +0.9% | 0.34% | +2.4% |
| Q1 2018 | $544,000 | -1.8% | 2,900 | -0.8% | 0.33% | -1.8% |
| Q4 2017 | $554,000 | +7.4% | 2,922 | +1.3% | 0.34% | +4.0% |
| Q3 2017 | $516,000 | +3.6% | 2,884 | +0.8% | 0.32% | -1.5% |
| Q2 2017 | $498,000 | +1.0% | 2,861 | -0.7% | 0.33% | -3.8% |
| Q1 2017 | $493,000 | +24.2% | 2,881 | +20.1% | 0.34% | +23.1% |
| Q4 2016 | $397,000 | +11.2% | 2,399 | +3.9% | 0.28% | +12.1% |
| Q3 2016 | $357,000 | +4.1% | 2,310 | +0.5% | 0.25% | +0.8% |
| Q2 2016 | $343,000 | -35.9% | 2,298 | -38.0% | 0.24% | -34.5% |
| Q1 2016 | $535,000 | +6.6% | 3,708 | +2.8% | 0.37% | +7.8% |
| Q4 2015 | $502,000 | +71.9% | 3,606 | +68.4% | 0.35% | +59.2% |
| Q3 2015 | $292,000 | -7.3% | 2,141 | +2.0% | 0.22% | -6.8% |
| Q2 2015 | $315,000 | -11.8% | 2,100 | -10.6% | 0.23% | -12.4% |
| Q1 2015 | $357,000 | +34.2% | 2,348 | +28.0% | 0.27% | +21.4% |
| Q4 2014 | $266,000 | +5.1% | 1,834 | -0.7% | 0.22% | +11.7% |
| Q3 2014 | $253,000 | -4.5% | 1,847 | -0.4% | 0.20% | +1.5% |
| Q2 2014 | $265,000 | +2.3% | 1,855 | -1.6% | 0.19% | -4.9% |
| Q1 2014 | $259,000 | – | 1,885 | – | 0.20% | – |
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% |