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 | $2,671,645 | -5.0% | 10,714 | -0.4% | 0.20% | -2.8% |
Q2 2023 | $2,812,332 | +6.9% | 10,755 | +2.2% | 0.21% | +3.4% |
Q1 2023 | $2,631,780 | +18.8% | 10,520 | +14.9% | 0.20% | +9.7% |
Q4 2022 | $2,215,318 | +19.2% | 9,158 | +8.1% | 0.19% | +5.7% |
Q3 2022 | $1,858,000 | +4.1% | 8,475 | +7.5% | 0.18% | +4.8% |
Q2 2022 | $1,784,000 | -7.7% | 7,886 | +9.5% | 0.17% | +3.1% |
Q1 2022 | $1,932,000 | -4.6% | 7,201 | +0.7% | 0.16% | -9.4% |
Q4 2021 | $2,025,000 | +7.8% | 7,152 | +0.2% | 0.18% | -1.6% |
Q3 2021 | $1,878,000 | -4.8% | 7,140 | -2.8% | 0.18% | -6.6% |
Q2 2021 | $1,973,000 | +4.2% | 7,343 | +0.9% | 0.20% | -14.4% |
Q1 2021 | $1,894,000 | +12.8% | 7,275 | -0.4% | 0.23% | -6.9% |
Q4 2020 | $1,679,000 | +21.6% | 7,304 | -2.0% | 0.25% | -0.8% |
Q3 2020 | $1,381,000 | +5.3% | 7,451 | +1.1% | 0.25% | -11.4% |
Q2 2020 | $1,311,000 | +25.2% | 7,372 | +1.3% | 0.28% | -3.4% |
Q1 2020 | $1,047,000 | +1117.4% | 7,279 | +1645.6% | 0.29% | +1108.3% |
Q4 2019 | $86,000 | +56.4% | 417 | +45.3% | 0.02% | +26.3% |
Q3 2019 | $55,000 | -1.8% | 287 | 0.0% | 0.02% | -13.6% |
Q2 2019 | $56,000 | +3.7% | 287 | 0.0% | 0.02% | -15.4% |
Q1 2019 | $54,000 | +12.5% | 287 | 0.0% | 0.03% | +8.3% |
Q4 2018 | $48,000 | – | 287 | – | 0.02% | – |
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% |