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 | $5,779,786 | +6.1% | 23,966 | +14.2% | 0.13% | +15.5% |
| Q2 2023 | $5,447,392 | +2.5% | 20,980 | -1.4% | 0.11% | +6.8% |
| Q1 2023 | $5,316,062 | -23.4% | 21,272 | -24.0% | 0.10% | -26.4% |
| Q4 2022 | $6,940,941 | +13.0% | 27,987 | +2.3% | 0.14% | -1.4% |
| Q3 2022 | $6,140,000 | -4.6% | 27,369 | -1.5% | 0.14% | 0.0% |
| Q2 2022 | $6,433,000 | -27.2% | 27,795 | -18.3% | 0.14% | -17.9% |
| Q1 2022 | $8,836,000 | -18.3% | 34,034 | -12.5% | 0.17% | -7.0% |
| Q4 2021 | $10,819,000 | -22.4% | 38,884 | -24.9% | 0.19% | -25.9% |
| Q3 2021 | $13,937,000 | -0.1% | 51,766 | -1.1% | 0.25% | +0.4% |
| Q2 2021 | $13,945,000 | +470.3% | 52,334 | +457.2% | 0.25% | +166.0% |
| Q1 2021 | $2,445,000 | +21.8% | 9,393 | +7.6% | 0.09% | +17.5% |
| Q4 2020 | $2,007,000 | +56.4% | 8,732 | +26.1% | 0.08% | +35.6% |
| Q3 2020 | $1,283,000 | +2.6% | 6,925 | -1.6% | 0.06% | -24.4% |
| Q2 2020 | $1,251,000 | -45.0% | 7,036 | -55.5% | 0.08% | -40.5% |
| Q1 2020 | $2,273,000 | -45.4% | 15,800 | -21.9% | 0.13% | -37.9% |
| Q4 2019 | $4,164,000 | +6.1% | 20,231 | -0.4% | 0.21% | -0.9% |
| Q3 2019 | $3,926,000 | +0.8% | 20,318 | +1.4% | 0.21% | -5.3% |
| Q2 2019 | $3,894,000 | -52.0% | 20,043 | -53.2% | 0.22% | -57.3% |
| Q1 2019 | $8,118,000 | -4.7% | 42,864 | -16.4% | 0.53% | -18.4% |
| Q4 2018 | $8,514,000 | -58.1% | 51,271 | -49.2% | 0.65% | -58.2% |
| Q3 2018 | $20,305,000 | +8.1% | 100,875 | +4.6% | 1.54% | -5.6% |
| Q2 2018 | $18,787,000 | +8.9% | 96,454 | +4.9% | 1.64% | +4.5% |
| Q1 2018 | $17,245,000 | +17.4% | 91,938 | +18.8% | 1.56% | +18.7% |
| Q4 2017 | $14,686,000 | +25.6% | 77,384 | +18.4% | 1.32% | +24.6% |
| Q3 2017 | $11,694,000 | +66.3% | 65,367 | +61.7% | 1.06% | +58.1% |
| Q2 2017 | $7,031,000 | -37.5% | 40,419 | -38.5% | 0.67% | -41.1% |
| Q1 2017 | $11,250,000 | +88.4% | 65,707 | +81.9% | 1.14% | +73.5% |
| Q4 2016 | $5,971,000 | +53.1% | 36,114 | +43.2% | 0.66% | +52.6% |
| Q3 2016 | $3,901,000 | +85.4% | 25,215 | +79.0% | 0.43% | +56.4% |
| Q2 2016 | $2,104,000 | +120.5% | 14,083 | +112.8% | 0.28% | +91.0% |
| Q1 2016 | $954,000 | +669.4% | 6,619 | +630.6% | 0.14% | +554.5% |
| Q3 2015 | $124,000 | -43.1% | 906 | -37.6% | 0.02% | -18.5% |
| Q2 2015 | $218,000 | – | 1,452 | – | 0.03% | – |
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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% |