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 | $273,786 | -4.6% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $287,105 | +4.5% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $274,676 | +3.4% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $265,595 | +10.2% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -2.8% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $248,000 | -15.9% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $295,000 | -5.1% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $311,000 | -55.6% | 1,098 | -67.7% | 0.00% | -75.0% |
| Q4 2019 | $700,000 | +6.5% | 3,402 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $657,000 | -0.6% | 3,402 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $661,000 | +2.6% | 3,402 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $644,000 | +14.0% | 3,402 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $565,000 | -20.4% | 3,402 | -3.5% | 0.01% | -10.0% |
| Q3 2018 | $710,000 | +13.8% | 3,527 | +10.1% | 0.01% | +11.1% |
| Q2 2018 | $624,000 | +3.8% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $601,000 | -1.2% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $608,000 | +6.1% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $573,000 | +2.9% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $557,000 | +18.3% | 3,202 | +16.4% | 0.01% | +28.6% |
| Q1 2017 | $471,000 | – | 2,752 | – | 0.01% | – |
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% |