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 | $46,449,399 | -3.6% | 186,282 | +1.1% | 5.80% | +0.4% |
| Q2 2023 | $48,195,313 | +8.7% | 184,317 | +4.0% | 5.78% | +0.1% |
| Q1 2023 | $44,352,027 | +3.0% | 177,295 | -0.4% | 5.77% | -3.5% |
| Q4 2022 | $43,052,199 | +9.6% | 177,983 | -0.7% | 5.98% | -1.3% |
| Q3 2022 | $39,291,000 | -2.1% | 179,197 | +1.0% | 6.06% | -0.4% |
| Q2 2022 | $40,135,000 | -15.2% | 177,406 | +0.6% | 6.09% | -2.9% |
| Q1 2022 | $47,342,000 | -8.4% | 176,424 | -3.4% | 6.27% | -0.6% |
| Q4 2021 | $51,676,000 | +12.7% | 182,550 | +4.7% | 6.31% | +2.4% |
| Q3 2021 | $45,848,000 | +3.7% | 174,280 | +5.9% | 6.16% | +2.9% |
| Q2 2021 | $44,225,000 | +4.0% | 164,570 | +0.7% | 5.99% | -3.0% |
| Q1 2021 | $42,523,000 | +13.8% | 163,375 | +0.5% | 6.17% | +0.5% |
| Q4 2020 | $37,357,000 | +24.4% | 162,542 | +0.3% | 6.14% | +1.5% |
| Q3 2020 | $30,038,000 | +3.3% | 162,095 | -0.8% | 6.06% | -2.9% |
| Q2 2020 | $29,070,000 | +22.9% | 163,479 | -0.6% | 6.24% | +9.7% |
| Q1 2020 | $23,655,000 | -25.5% | 164,433 | +6.5% | 5.68% | -6.2% |
| Q4 2019 | $31,767,000 | +4.1% | 154,344 | -2.2% | 6.06% | -2.4% |
| Q3 2019 | $30,506,000 | -2.9% | 157,873 | -2.4% | 6.20% | -3.1% |
| Q2 2019 | $31,409,000 | -0.1% | 161,683 | -2.6% | 6.40% | -5.2% |
| Q1 2019 | $31,425,000 | -3.9% | 165,920 | -15.7% | 6.76% | -8.8% |
| Q4 2018 | $32,690,000 | +93300.0% | 196,857 | +112389.7% | 7.41% | +46206.2% |
| Q3 2018 | $35,000 | -99.9% | 175 | -99.9% | 0.02% | -99.8% |
| Q2 2018 | $44,621,000 | +0.5% | 229,087 | -3.2% | 9.43% | -0.7% |
| Q1 2018 | $44,383,000 | -5.0% | 236,620 | -3.9% | 9.50% | -3.3% |
| Q4 2017 | $46,726,000 | +1.5% | 246,210 | -4.4% | 9.83% | -4.4% |
| Q3 2017 | $46,054,000 | -1.7% | 257,428 | -4.4% | 10.28% | -3.4% |
| Q2 2017 | $46,838,000 | +2.4% | 269,259 | +0.8% | 10.64% | -1.5% |
| Q1 2017 | $45,757,000 | -2.0% | 267,240 | -5.3% | 10.80% | -4.8% |
| Q4 2016 | $46,669,000 | +37842.3% | 282,261 | +35539.0% | 11.35% | +62950.0% |
| Q3 2016 | $123,000 | -99.7% | 792 | -99.7% | 0.02% | -99.8% |
| Q2 2016 | $38,482,000 | +37.5% | 257,596 | +32.7% | 10.76% | +6.8% |
| Q1 2016 | $27,997,000 | +3.2% | 194,168 | -0.3% | 10.07% | -3.1% |
| Q4 2015 | $27,129,000 | +14.1% | 194,722 | +11.8% | 10.39% | +2.6% |
| Q3 2015 | $23,785,000 | -6.8% | 174,109 | +2.3% | 10.13% | +4.7% |
| Q2 2015 | $25,526,000 | +5.5% | 170,193 | +6.9% | 9.67% | +3.9% |
| Q1 2015 | $24,194,000 | +12.5% | 159,192 | +7.2% | 9.31% | +7.4% |
| Q4 2014 | $21,505,000 | +30.3% | 148,518 | +23.1% | 8.66% | +15.8% |
| Q3 2014 | $16,499,000 | +6.9% | 120,659 | +11.9% | 7.48% | +0.0% |
| Q2 2014 | $15,434,000 | +12.0% | 107,873 | +7.6% | 7.48% | +3.1% |
| Q1 2014 | $13,784,000 | +6.0% | 100,272 | +3.2% | 7.26% | +2.0% |
| Q4 2013 | $12,998,000 | +20.4% | 97,140 | +11.7% | 7.12% | +5.7% |
| Q3 2013 | $10,800,000 | +11.9% | 87,002 | +4.1% | 6.73% | +1.6% |
| Q2 2013 | $9,649,000 | – | 83,543 | – | 6.63% | – |
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% |