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 | $10,798,976 | -4.4% | 43,309 | +0.3% | 3.74% | 0.0% |
| Q2 2023 | $11,294,526 | +7.8% | 43,195 | +3.1% | 3.74% | +3.7% |
| Q1 2023 | $10,477,879 | +6.7% | 41,885 | +3.2% | 3.60% | +0.8% |
| Q4 2022 | $9,821,102 | +9.9% | 40,602 | -0.4% | 3.58% | +7.0% |
| Q3 2022 | $8,939,000 | +0.9% | 40,773 | +4.2% | 3.34% | +5.9% |
| Q2 2022 | $8,855,000 | -10.7% | 39,142 | +5.9% | 3.16% | +2.2% |
| Q1 2022 | $9,917,000 | -0.6% | 36,958 | +4.8% | 3.09% | +2.5% |
| Q4 2021 | $9,981,000 | +10.6% | 35,261 | +2.8% | 3.01% | +4.1% |
| Q3 2021 | $9,021,000 | -3.4% | 34,293 | -1.3% | 2.89% | -6.3% |
| Q2 2021 | $9,339,000 | -1.1% | 34,753 | -4.2% | 3.09% | -5.7% |
| Q1 2021 | $9,445,000 | +0.6% | 36,289 | -11.2% | 3.27% | -6.6% |
| Q4 2020 | $9,387,000 | +20.2% | 40,843 | -3.1% | 3.50% | +7.4% |
| Q3 2020 | $7,807,000 | -1.1% | 42,133 | -5.1% | 3.26% | -4.1% |
| Q2 2020 | $7,890,000 | +19.5% | 44,374 | -3.3% | 3.40% | +1.7% |
| Q1 2020 | $6,602,000 | -31.8% | 45,897 | -2.4% | 3.34% | -18.0% |
| Q4 2019 | $9,683,000 | +6.0% | 47,049 | -0.5% | 4.07% | -0.1% |
| Q3 2019 | $9,132,000 | -1.2% | 47,264 | -0.7% | 4.08% | -4.1% |
| Q2 2019 | $9,244,000 | +1.6% | 47,587 | -0.9% | 4.25% | -1.0% |
| Q1 2019 | $9,094,000 | +13.7% | 48,017 | -0.3% | 4.29% | +3.8% |
| Q4 2018 | $7,997,000 | -18.8% | 48,159 | -1.6% | 4.14% | -7.0% |
| Q3 2018 | $9,853,000 | +0.6% | 48,951 | -2.7% | 4.45% | -2.6% |
| Q2 2018 | $9,797,000 | +1.0% | 50,300 | -2.8% | 4.57% | -0.2% |
| Q1 2018 | $9,702,000 | -4.9% | 51,730 | -3.8% | 4.58% | -3.7% |
| Q4 2017 | $10,201,000 | +16.7% | 53,755 | +6.9% | 4.75% | +7.5% |
| Q3 2017 | $8,744,000 | 0.0% | 50,270 | 0.0% | 4.42% | +0.6% |
| Q2 2017 | $8,744,000 | +3.9% | 50,270 | +2.3% | 4.39% | +0.8% |
| Q1 2017 | $8,415,000 | +6.3% | 49,149 | +2.7% | 4.36% | +2.0% |
| Q4 2016 | $7,915,000 | +9.6% | 47,874 | +2.5% | 4.27% | +8.1% |
| Q3 2016 | $7,223,000 | +5.2% | 46,688 | +1.5% | 3.95% | -1.4% |
| Q2 2016 | $6,869,000 | +10.0% | 45,980 | +6.1% | 4.01% | +3.3% |
| Q1 2016 | $6,246,000 | +11.4% | 43,322 | +7.6% | 3.88% | +11.1% |
| Q4 2015 | $5,607,000 | +5.4% | 40,246 | +3.4% | 3.49% | +11.5% |
| Q3 2015 | $5,318,000 | -5.4% | 38,930 | +3.9% | 3.13% | -4.0% |
| Q2 2015 | $5,621,000 | +3.1% | 37,478 | +4.5% | 3.26% | +3.7% |
| Q1 2015 | $5,451,000 | -8.4% | 35,864 | -12.7% | 3.15% | -5.9% |
| Q4 2014 | $5,949,000 | +12.8% | 41,081 | +6.5% | 3.35% | +11.7% |
| Q3 2014 | $5,275,000 | -0.9% | 38,579 | +3.7% | 3.00% | +0.5% |
| Q2 2014 | $5,322,000 | +9.8% | 37,197 | +5.5% | 2.98% | +3.4% |
| Q1 2014 | $4,849,000 | +18.2% | 35,270 | +15.0% | 2.88% | +19.8% |
| Q4 2013 | $4,104,000 | +6.1% | 30,673 | -1.5% | 2.41% | +7.6% |
| Q3 2013 | $3,867,000 | +10.3% | 31,152 | +2.6% | 2.24% | +6.4% |
| Q2 2013 | $3,506,000 | – | 30,354 | – | 2.10% | – |
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% |