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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $124,477,000 | -7.8% | 476,940 | -0.0% | 15.60% | -2.9% |
| Q4 2021 | $135,065,000 | +7.6% | 477,127 | +0.0% | 16.07% | -0.4% |
| Q3 2021 | $125,497,000 | -1.8% | 477,049 | +0.3% | 16.14% | -1.3% |
| Q2 2021 | $127,785,000 | +5.9% | 475,514 | +2.5% | 16.36% | -1.1% |
| Q1 2021 | $120,720,000 | +10.7% | 463,808 | -2.2% | 16.55% | +6.7% |
| Q4 2020 | $109,043,000 | +23.3% | 474,450 | -0.6% | 15.51% | +16.7% |
| Q3 2020 | $88,419,000 | +5.3% | 477,143 | +1.1% | 13.29% | -0.1% |
| Q2 2020 | $83,949,000 | +29.2% | 472,102 | +4.5% | 13.31% | +9.8% |
| Q1 2020 | $64,981,000 | +9.1% | 451,701 | +56.1% | 12.12% | +30.8% |
| Q4 2019 | $59,557,000 | +3.6% | 289,365 | -2.7% | 9.26% | -3.3% |
| Q3 2019 | $57,480,000 | +0.1% | 297,468 | +0.7% | 9.58% | -4.4% |
| Q2 2019 | $57,400,000 | +7.6% | 295,481 | +4.9% | 10.02% | +0.0% |
| Q1 2019 | $53,358,000 | +12.2% | 281,721 | -1.6% | 10.01% | -0.8% |
| Q4 2018 | $47,546,000 | -15.6% | 286,194 | +2.3% | 10.10% | -11.7% |
| Q3 2018 | $56,306,000 | +4.4% | 279,725 | +1.0% | 11.44% | -4.0% |
| Q2 2018 | $53,932,000 | +9.7% | 276,884 | +5.6% | 11.91% | +3.9% |
| Q1 2018 | $49,182,000 | +1.1% | 262,206 | +2.3% | 11.47% | -15.8% |
| Q4 2017 | $48,659,000 | +6.3% | 256,398 | +0.2% | 13.62% | -3.5% |
| Q3 2017 | $45,775,000 | +5.1% | 255,820 | +2.2% | 14.11% | -1.0% |
| Q2 2017 | $43,535,000 | -2.5% | 250,275 | -4.1% | 14.25% | +4.8% |
| Q1 2017 | $44,666,000 | +4.5% | 260,867 | +0.9% | 13.60% | -1.2% |
| Q4 2016 | $42,741,000 | -4.4% | 258,499 | -10.6% | 13.77% | +4.2% |
| Q3 2016 | $44,723,000 | -1.2% | 289,074 | -4.6% | 13.21% | -0.8% |
| Q2 2016 | $45,272,000 | +1.6% | 303,046 | -1.9% | 13.32% | -0.2% |
| Q1 2016 | $44,557,000 | +12.7% | 309,017 | +8.9% | 13.35% | +6.2% |
| Q4 2015 | $39,529,000 | +3.9% | 283,863 | +1.9% | 12.57% | -6.6% |
| Q3 2015 | $38,047,000 | +0.8% | 278,508 | +10.6% | 13.46% | -16.7% |
| Q2 2015 | $37,753,000 | -9.4% | 251,716 | -6.4% | 16.16% | -3.8% |
| Q1 2015 | $41,675,000 | +9.6% | 269,044 | +2.4% | 16.80% | +6.1% |
| Q4 2014 | $38,028,000 | +7.1% | 262,627 | +1.1% | 15.84% | +0.7% |
| Q3 2014 | $35,519,000 | -2.5% | 259,757 | +1.1% | 15.73% | -4.4% |
| Q2 2014 | $36,434,000 | +10.2% | 257,047 | +7.8% | 16.45% | -15.1% |
| Q1 2014 | $33,064,000 | +14.2% | 238,399 | +10.2% | 19.38% | -4.7% |
| Q4 2013 | $28,954,000 | +17.0% | 216,383 | +8.5% | 20.32% | -12.0% |
| Q3 2013 | $24,752,000 | +16.9% | 199,389 | +8.8% | 23.10% | -3.1% |
| Q2 2013 | $21,169,000 | – | 183,281 | – | 23.84% | – |
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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% |