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 | $811,478 | -4.1% | 3,254 | +0.6% | 0.08% | -2.6% |
| Q2 2023 | $845,985 | +5.2% | 3,235 | +0.6% | 0.08% | -3.8% |
| Q1 2023 | $804,312 | +3.4% | 3,215 | 0.0% | 0.08% | -4.8% |
| Q4 2022 | $777,665 | +10.3% | 3,215 | +0.0% | 0.08% | +1.2% |
| Q3 2022 | $705,000 | -3.0% | 3,214 | 0.0% | 0.08% | +3.8% |
| Q2 2022 | $727,000 | -45.7% | 3,214 | -35.6% | 0.08% | -38.5% |
| Q1 2022 | $1,339,000 | -17.3% | 4,989 | -12.8% | 0.13% | -9.7% |
| Q4 2021 | $1,620,000 | +5.3% | 5,722 | +0.0% | 0.14% | -8.9% |
| Q3 2021 | $1,538,000 | 0.0% | 5,721 | 0.0% | 0.16% | -1.2% |
| Q2 2021 | $1,538,000 | +3.3% | 5,721 | 0.0% | 0.16% | -27.3% |
| Q1 2021 | $1,489,000 | +13.2% | 5,721 | 0.0% | 0.22% | +5.3% |
| Q4 2020 | $1,315,000 | +24.1% | 5,721 | 0.0% | 0.21% | +8.9% |
| Q3 2020 | $1,060,000 | +4.2% | 5,721 | 0.0% | 0.19% | -4.5% |
| Q2 2020 | $1,017,000 | +23.6% | 5,721 | +0.0% | 0.20% | +2.6% |
| Q1 2020 | $823,000 | -35.7% | 5,720 | -7.9% | 0.20% | -21.9% |
| Q4 2019 | $1,279,000 | +4.7% | 6,213 | -1.7% | 0.25% | 0.0% |
| Q3 2019 | $1,222,000 | -4.3% | 6,323 | -3.8% | 0.25% | -2.7% |
| Q2 2019 | $1,277,000 | +27.3% | 6,573 | +24.1% | 0.26% | +24.6% |
| Q1 2019 | $1,003,000 | +14.1% | 5,295 | 0.0% | 0.21% | +3.0% |
| Q4 2018 | $879,000 | -17.5% | 5,295 | 0.0% | 0.20% | -7.4% |
| Q3 2018 | $1,066,000 | +3.4% | 5,295 | +0.0% | 0.22% | +6.4% |
| Q2 2018 | $1,031,000 | +3.3% | 5,294 | -0.5% | 0.20% | -0.5% |
| Q1 2018 | $998,000 | +1.1% | 5,319 | +2.2% | 0.20% | +2.5% |
| Q4 2017 | $987,000 | +43.5% | 5,202 | +35.2% | 0.20% | +36.1% |
| Q3 2017 | $688,000 | +52.2% | 3,847 | +47.9% | 0.15% | +41.3% |
| Q2 2017 | $452,000 | -3.0% | 2,601 | -4.4% | 0.10% | -9.6% |
| Q1 2017 | $466,000 | +15.3% | 2,721 | +11.4% | 0.12% | +2.7% |
| Q4 2016 | $404,000 | +6.9% | 2,442 | +0.0% | 0.11% | +3.7% |
| Q3 2016 | $378,000 | -29.5% | 2,441 | -32.0% | 0.11% | -33.3% |
| Q2 2016 | $536,000 | +24.9% | 3,588 | +20.7% | 0.16% | +10.2% |
| Q1 2016 | $429,000 | +24.0% | 2,973 | +19.6% | 0.15% | +16.7% |
| Q4 2015 | $346,000 | +1.8% | 2,486 | 0.0% | 0.13% | -1.6% |
| Q3 2015 | $340,000 | -8.8% | 2,486 | 0.0% | 0.13% | -1.5% |
| Q2 2015 | $373,000 | +40.2% | 2,486 | +41.8% | 0.13% | +36.8% |
| Q1 2015 | $266,000 | +4.7% | 1,753 | 0.0% | 0.10% | +1.1% |
| Q4 2014 | $254,000 | +8.5% | 1,753 | +2.3% | 0.09% | -1.1% |
| Q3 2014 | $234,000 | – | 1,713 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |