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 | $14,298,976 | -1.3% | 57,345 | +3.5% | 1.51% | +0.3% |
| Q2 2023 | $14,488,084 | +4.8% | 55,408 | +0.3% | 1.51% | -7.8% |
| Q1 2023 | $13,823,341 | +2.8% | 55,258 | -0.6% | 1.63% | -2.6% |
| Q4 2022 | $13,447,875 | +4.2% | 55,595 | -5.5% | 1.68% | +4.0% |
| Q3 2022 | $12,906,000 | -5.8% | 58,860 | -2.8% | 1.61% | -8.1% |
| Q2 2022 | $13,706,000 | -15.7% | 60,586 | +0.0% | 1.76% | +1.9% |
| Q1 2022 | $16,249,000 | +5.5% | 60,556 | +11.3% | 1.72% | +5.6% |
| Q4 2021 | $15,400,000 | +19.5% | 54,403 | +11.0% | 1.63% | +8.2% |
| Q3 2021 | $12,890,000 | +2.2% | 48,998 | +4.4% | 1.51% | +0.9% |
| Q2 2021 | $12,608,000 | +5.0% | 46,918 | +1.7% | 1.49% | -5.0% |
| Q1 2021 | $12,002,000 | +13.6% | 46,113 | +0.3% | 1.57% | +6.4% |
| Q4 2020 | $10,565,000 | +21.6% | 45,968 | -2.0% | 1.48% | +5.9% |
| Q3 2020 | $8,691,000 | +0.4% | 46,898 | -3.7% | 1.40% | -5.5% |
| Q2 2020 | $8,659,000 | +14.0% | 48,694 | -7.8% | 1.48% | +5.0% |
| Q1 2020 | $7,598,000 | -32.7% | 52,814 | -3.7% | 1.41% | -24.7% |
| Q4 2019 | $11,285,000 | +7.6% | 54,831 | +1.1% | 1.87% | -1.6% |
| Q3 2019 | $10,485,000 | -2.0% | 54,261 | -1.5% | 1.90% | -2.8% |
| Q2 2019 | $10,700,000 | -0.3% | 55,082 | -2.8% | 1.95% | -4.5% |
| Q1 2019 | $10,729,000 | +8.3% | 56,648 | -5.1% | 2.05% | -2.2% |
| Q4 2018 | $9,908,000 | -12.8% | 59,664 | +5.6% | 2.09% | -3.0% |
| Q3 2018 | $11,368,000 | +40.1% | 56,475 | +38.8% | 2.16% | +30.9% |
| Q2 2018 | $8,112,000 | +3.8% | 40,685 | -2.3% | 1.65% | -3.0% |
| Q1 2018 | $7,812,000 | +4.3% | 41,646 | +5.5% | 1.70% | -0.7% |
| Q4 2017 | $7,491,000 | +6.1% | 39,470 | -60.5% | 1.71% | +1.4% |
| Q3 2017 | $7,061,000 | -23.2% | 100,000 | +89.1% | 1.69% | -24.4% |
| Q2 2017 | $9,200,000 | +6.1% | 52,889 | +4.4% | 2.23% | +8.0% |
| Q1 2017 | $8,673,000 | +23.4% | 50,656 | +19.2% | 2.07% | +18.0% |
| Q4 2016 | $7,026,000 | +18.2% | 42,491 | +10.6% | 1.75% | +28.4% |
| Q3 2016 | $5,944,000 | +39.6% | 38,423 | +34.8% | 1.36% | +34.7% |
| Q2 2016 | $4,257,000 | +1314.3% | 28,495 | +1264.7% | 1.01% | +1077.9% |
| Q1 2016 | $301,000 | -66.0% | 2,088 | -67.1% | 0.09% | -65.3% |
| Q4 2015 | $884,000 | -11.4% | 6,347 | -13.1% | 0.25% | -15.6% |
| Q3 2015 | $998,000 | -10.1% | 7,308 | -1.2% | 0.29% | -10.6% |
| Q2 2015 | $1,110,000 | +4.4% | 7,399 | +5.8% | 0.33% | +0.6% |
| Q1 2015 | $1,063,000 | -9.3% | 6,994 | -13.6% | 0.33% | -17.0% |
| Q4 2014 | $1,172,000 | -20.2% | 8,093 | -24.6% | 0.39% | -24.5% |
| Q3 2014 | $1,468,000 | -10.9% | 10,735 | -6.8% | 0.52% | -11.7% |
| Q2 2014 | $1,647,000 | -36.5% | 11,514 | -39.0% | 0.59% | -43.4% |
| Q1 2014 | $2,593,000 | -34.6% | 18,860 | -36.4% | 1.04% | -45.6% |
| Q4 2013 | $3,967,000 | -11.7% | 29,643 | -18.1% | 1.92% | -11.1% |
| Q3 2013 | $4,495,000 | -7.0% | 36,208 | -13.1% | 2.16% | -9.6% |
| Q2 2013 | $4,834,000 | – | 41,688 | – | 2.39% | – |
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% |