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 | $18,072,888 | +15.1% | 72,480 | +20.7% | 0.57% | +5.6% |
| Q2 2023 | $15,705,796 | +13.5% | 60,065 | +8.5% | 0.54% | -2.4% |
| Q1 2023 | $13,842,528 | +11.2% | 55,335 | +7.5% | 0.55% | -12.7% |
| Q4 2022 | $12,447,947 | +17.8% | 51,461 | +6.8% | 0.63% | +3.1% |
| Q3 2022 | $10,569,000 | -5.8% | 48,202 | -2.8% | 0.61% | -4.4% |
| Q2 2022 | $11,216,000 | +27.0% | 49,580 | +50.7% | 0.64% | +46.1% |
| Q1 2022 | $8,829,000 | -16.2% | 32,901 | -11.6% | 0.44% | -13.1% |
| Q4 2021 | $10,535,000 | +42.6% | 37,214 | +32.6% | 0.50% | +22.3% |
| Q3 2021 | $7,386,000 | +3.9% | 28,075 | +6.1% | 0.41% | -4.6% |
| Q2 2021 | $7,109,000 | +7.5% | 26,453 | +4.1% | 0.43% | -6.3% |
| Q1 2021 | $6,612,000 | +16.2% | 25,404 | +2.5% | 0.46% | +10.0% |
| Q4 2020 | $5,692,000 | -99.9% | 24,785 | +13.3% | 0.42% | +17.4% |
| Q3 2020 | $4,116,000,000 | – | 21,885 | – | 0.36% | – |
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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% |