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 | $9,585,730 | -7.4% | 38,443 | -2.9% | 10.76% | -3.3% |
| Q2 2023 | $10,355,882 | +2084.0% | 39,605 | +1990.0% | 11.14% | +444.1% |
| Q1 2023 | $474,171 | +105741.7% | 1,895 | +2.3% | 2.05% | -9.6% |
| Q4 2022 | $448 | -99.9% | 1,853 | +5.9% | 2.26% | +32.6% |
| Q3 2022 | $384,000 | -96.6% | 1,749 | -96.5% | 1.71% | -90.1% |
| Q2 2022 | $11,210,000 | -14.5% | 49,551 | +1.5% | 17.27% | +70.4% |
| Q1 2022 | $13,105,000 | -1.7% | 48,838 | +3.7% | 10.14% | +17.8% |
| Q4 2021 | $13,334,000 | +10.3% | 47,105 | +2.5% | 8.60% | +0.0% |
| Q3 2021 | $12,088,000 | -2.5% | 45,949 | -0.4% | 8.60% | -1.2% |
| Q2 2021 | $12,395,000 | -1.6% | 46,123 | -4.7% | 8.71% | -6.0% |
| Q1 2021 | $12,592,000 | +18.0% | 48,378 | +4.2% | 9.26% | -9.3% |
| Q4 2020 | $10,674,000 | +22.0% | 46,444 | -1.6% | 10.21% | -10.5% |
| Q3 2020 | $8,749,000 | +1.8% | 47,213 | -2.3% | 11.41% | -25.6% |
| Q2 2020 | $8,594,000 | +27.7% | 48,330 | +3.3% | 15.34% | -43.2% |
| Q1 2020 | $6,729,000 | -76.8% | 46,774 | -66.9% | 27.00% | +11.0% |
| Q4 2019 | $29,044,000 | +4.5% | 141,113 | -1.9% | 24.31% | -21.4% |
| Q3 2019 | $27,793,000 | -0.9% | 143,833 | -0.4% | 30.93% | -0.6% |
| Q2 2019 | $28,057,000 | +1.0% | 144,429 | -1.5% | 31.11% | +24.6% |
| Q1 2019 | $27,776,000 | +14.9% | 146,651 | +0.8% | 24.97% | -19.9% |
| Q4 2018 | $24,164,000 | -19.2% | 145,512 | -2.1% | 31.18% | +4.3% |
| Q3 2018 | $29,912,000 | +1.7% | 148,603 | -1.6% | 29.91% | -0.8% |
| Q2 2018 | $29,419,000 | +3.0% | 151,035 | -0.8% | 30.14% | +26.4% |
| Q1 2018 | $28,562,000 | -0.4% | 152,273 | +0.8% | 23.84% | -0.8% |
| Q4 2017 | $28,683,000 | +5.3% | 151,138 | -0.7% | 24.03% | +0.1% |
| Q3 2017 | $27,235,000 | +1.5% | 152,236 | -1.3% | 24.00% | -0.6% |
| Q2 2017 | $26,833,000 | +1.5% | 154,255 | -0.1% | 24.14% | +0.3% |
| Q1 2017 | $26,435,000 | +7.1% | 154,389 | +3.4% | 24.08% | +2.3% |
| Q4 2016 | $24,676,000 | – | 149,243 | – | 23.53% | – |
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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% |