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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,080,000 | -5.2% | 4,025 | 0.0% | 0.04% | +4.7% |
| Q4 2021 | $1,139,000 | -1.0% | 4,025 | -8.0% | 0.04% | -18.9% |
| Q3 2021 | $1,151,000 | +128.4% | 4,375 | +133.3% | 0.05% | +130.4% |
| Q2 2021 | $504,000 | +3.3% | 1,875 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $488,000 | -33.0% | 1,875 | -46.6% | 0.02% | +20.0% |
| Q4 2020 | $728,000 | +124.0% | 3,510 | +100.0% | 0.02% | +5.3% |
| Q3 2020 | $325,000 | +4.2% | 1,755 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $312,000 | +28.4% | 1,755 | +3.8% | 0.02% | +5.3% |
| Q1 2020 | $243,000 | -69.3% | 1,690 | -57.3% | 0.02% | -24.0% |
| Q4 2019 | $791,000 | +106.5% | 3,960 | +100.0% | 0.02% | 0.0% |
| Q3 2019 | $383,000 | -1.5% | 1,980 | -1.0% | 0.02% | -3.8% |
| Q2 2019 | $389,000 | +2.6% | 2,000 | 0.0% | 0.03% | +4.0% |
| Q1 2019 | $379,000 | +19.9% | 2,000 | +5.3% | 0.02% | +4.2% |
| Q4 2018 | $316,000 | -16.2% | 1,900 | +1.3% | 0.02% | 0.0% |
| Q3 2018 | $377,000 | +6.2% | 1,875 | +2.7% | 0.02% | 0.0% |
| Q2 2018 | $355,000 | +3.8% | 1,825 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $342,000 | +4.0% | 1,825 | +5.2% | 0.02% | +4.3% |
| Q4 2017 | $329,000 | +9.7% | 1,735 | +3.6% | 0.02% | +4.5% |
| Q3 2017 | $300,000 | -8.0% | 1,675 | -10.7% | 0.02% | -12.0% |
| Q2 2017 | $326,000 | +2.8% | 1,875 | +1.4% | 0.02% | 0.0% |
| Q1 2017 | $317,000 | +6.4% | 1,850 | +2.8% | 0.02% | 0.0% |
| Q4 2016 | $298,000 | +13.3% | 1,800 | +5.9% | 0.02% | +13.6% |
| Q3 2016 | $263,000 | +3.5% | 1,700 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $254,000 | +5.0% | 1,700 | +1.5% | 0.02% | +4.8% |
| Q1 2016 | $242,000 | +3.9% | 1,675 | 0.0% | 0.02% | +5.0% |
| Q4 2015 | $233,000 | +1.7% | 1,675 | 0.0% | 0.02% | -4.8% |
| Q3 2015 | $229,000 | -8.8% | 1,675 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $251,000 | -1.6% | 1,675 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $255,000 | +3.7% | 1,675 | -1.5% | 0.02% | +10.5% |
| Q4 2014 | $246,000 | +12.3% | 1,700 | +6.2% | 0.02% | +5.6% |
| Q3 2014 | $219,000 | -4.4% | 1,600 | 0.0% | 0.02% | -5.3% |
| Q2 2014 | $229,000 | +4.1% | 1,600 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $220,000 | +17.6% | 1,600 | +14.3% | 0.02% | +11.8% |
| Q4 2013 | $187,000 | +7.5% | 1,400 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $174,000 | +7.4% | 1,400 | 0.0% | 0.02% | +6.2% |
| Q2 2013 | $162,000 | – | 1,400 | – | 0.02% | – |
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% |