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 | $120,637,490 | -9.2% | 483,808 | -4.8% | 19.46% | +5.1% |
| Q2 2023 | $132,874,706 | +5.8% | 508,164 | +1.2% | 18.52% | +1.3% |
| Q1 2023 | $125,568,421 | +0.4% | 501,952 | -2.9% | 18.29% | -6.3% |
| Q4 2022 | $125,070,974 | +9.6% | 517,057 | -0.7% | 19.52% | -1.5% |
| Q3 2022 | $114,123,000 | -2.7% | 520,492 | +0.4% | 19.82% | +0.8% |
| Q2 2022 | $117,256,000 | -17.7% | 518,304 | -2.3% | 19.66% | -0.8% |
| Q1 2022 | $142,413,000 | +1.0% | 530,718 | +6.5% | 19.81% | +5.1% |
| Q4 2021 | $141,058,000 | +6.1% | 498,297 | -1.4% | 18.86% | -0.9% |
| Q3 2021 | $132,964,000 | +2.4% | 505,431 | +4.6% | 19.03% | -0.4% |
| Q2 2021 | $129,802,000 | +1.6% | 483,019 | -1.6% | 19.10% | -3.3% |
| Q1 2021 | $127,723,000 | +8.4% | 490,712 | -4.3% | 19.75% | +0.3% |
| Q4 2020 | $117,823,000 | +27.7% | 512,651 | +3.0% | 19.70% | +3.7% |
| Q3 2020 | $92,232,000 | +5.3% | 497,718 | +1.0% | 19.00% | -3.2% |
| Q2 2020 | $87,623,000 | +33.3% | 492,760 | +7.8% | 19.62% | +22.2% |
| Q1 2020 | $65,749,000 | -34.4% | 457,036 | -6.2% | 16.06% | -18.3% |
| Q4 2019 | $100,253,000 | +9.7% | 487,093 | +3.0% | 19.66% | -0.6% |
| Q3 2019 | $91,395,000 | +11.4% | 472,984 | +12.0% | 19.77% | +6.3% |
| Q2 2019 | $82,010,000 | +18.8% | 422,166 | +7.8% | 18.59% | +15.2% |
| Q1 2019 | $69,036,000 | +615.6% | 391,742 | +574.4% | 16.14% | +488.6% |
| Q4 2018 | $9,647,000 | -11.6% | 58,091 | +1.8% | 2.74% | +0.4% |
| Q3 2018 | $10,916,000 | -21.3% | 57,072 | -19.8% | 2.73% | -22.4% |
| Q2 2018 | $13,868,000 | +3.0% | 71,198 | -0.8% | 3.52% | -3.7% |
| Q1 2018 | $13,469,000 | +2.4% | 71,807 | +3.6% | 3.66% | -6.1% |
| Q4 2017 | $13,152,000 | +9.0% | 69,304 | +2.8% | 3.89% | +0.3% |
| Q3 2017 | $12,064,000 | -7.7% | 67,432 | -10.2% | 3.88% | -14.3% |
| Q2 2017 | $13,069,000 | +5.3% | 75,129 | +3.7% | 4.53% | -0.7% |
| Q1 2017 | $12,409,000 | -0.8% | 72,472 | -4.2% | 4.56% | -8.2% |
| Q4 2016 | $12,506,000 | -0.3% | 75,637 | -6.7% | 4.97% | -3.6% |
| Q3 2016 | $12,543,000 | +9.1% | 81,073 | +5.4% | 5.15% | +0.8% |
| Q2 2016 | $11,494,000 | +6.8% | 76,937 | +3.1% | 5.11% | +1.0% |
| Q1 2016 | $10,760,000 | -37.6% | 74,623 | -39.7% | 5.06% | -48.1% |
| Q4 2015 | $17,232,000 | +4458.7% | 123,687 | +4374.9% | 9.75% | +3895.9% |
| Q3 2015 | $378,000 | -46.5% | 2,764 | -41.2% | 0.24% | -37.9% |
| Q2 2015 | $707,000 | +40.6% | 4,698 | +42.0% | 0.39% | +34.6% |
| Q1 2015 | $503,000 | – | 3,309 | – | 0.29% | – |
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% |