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 | $7,002,671 | -0.8% | 28,084 | +4.0% | 0.15% | -1.3% |
| Q2 2023 | $7,061,217 | +5.4% | 27,005 | +0.8% | 0.16% | -3.7% |
| Q1 2023 | $6,700,051 | -2.0% | 26,783 | -0.6% | 0.16% | -5.3% |
| Q4 2022 | $6,833,650 | +5.5% | 26,957 | -8.7% | 0.17% | -62.7% |
| Q3 2022 | $6,476,000 | -3.1% | 29,536 | +0.0% | 0.46% | +1.1% |
| Q2 2022 | $6,681,000 | -17.3% | 29,531 | -1.9% | 0.45% | -13.8% |
| Q1 2022 | $8,081,000 | -6.6% | 30,115 | -1.5% | 0.52% | -10.0% |
| Q4 2021 | $8,656,000 | +6.8% | 30,577 | -0.8% | 0.58% | -4.0% |
| Q3 2021 | $8,107,000 | +8.2% | 30,817 | +10.6% | 0.60% | +8.2% |
| Q2 2021 | $7,491,000 | +2.7% | 27,876 | -0.5% | 0.56% | -4.9% |
| Q1 2021 | $7,292,000 | -3.3% | 28,016 | -14.6% | 0.59% | -12.1% |
| Q4 2020 | $7,540,000 | +12.6% | 32,808 | -9.2% | 0.67% | -5.0% |
| Q3 2020 | $6,697,000 | +2.2% | 36,141 | -1.9% | 0.70% | -12.1% |
| Q2 2020 | $6,553,000 | -25.3% | 36,851 | -39.6% | 0.80% | -35.6% |
| Q1 2020 | $8,771,000 | -50.5% | 60,967 | -29.2% | 1.24% | -29.3% |
| Q4 2019 | $17,725,000 | +16.6% | 86,118 | +9.5% | 1.76% | +9.5% |
| Q3 2019 | $15,198,000 | -4.7% | 78,654 | -4.2% | 1.60% | -6.3% |
| Q2 2019 | $15,954,000 | +1.1% | 82,126 | -1.5% | 1.71% | -5.0% |
| Q1 2019 | $15,784,000 | +9.9% | 83,335 | -3.7% | 1.80% | -4.6% |
| Q4 2018 | $14,365,000 | -22.7% | 86,505 | -6.3% | 1.89% | -9.2% |
| Q3 2018 | $18,590,000 | -33.9% | 92,355 | -36.0% | 2.08% | -33.7% |
| Q2 2018 | $28,129,000 | +2.8% | 144,413 | -1.0% | 3.14% | -10.8% |
| Q1 2018 | $27,351,000 | -15.6% | 145,818 | -14.6% | 3.52% | -3.4% |
| Q4 2017 | $32,390,000 | +4.4% | 170,674 | -1.6% | 3.64% | +4.0% |
| Q3 2017 | $31,038,000 | +3.8% | 173,496 | +1.0% | 3.50% | -4.5% |
| Q2 2017 | $29,895,000 | +24.5% | 171,860 | +22.5% | 3.67% | +16.4% |
| Q1 2017 | $24,014,000 | – | 140,253 | – | 3.15% | – |
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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% |