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 | $8,108,363 | -7.4% | 32,518 | -2.9% | 2.49% | -4.7% |
| Q2 2023 | $8,752,980 | -4.3% | 33,475 | -8.4% | 2.61% | -16.2% |
| Q1 2023 | $9,142,452 | +3.8% | 36,546 | +0.3% | 3.12% | -11.5% |
| Q4 2022 | $8,811,620 | -38.3% | 36,428 | -44.0% | 3.52% | -41.0% |
| Q3 2022 | $14,275,000 | -17.6% | 65,106 | -14.9% | 5.97% | -21.2% |
| Q2 2022 | $17,317,000 | -15.1% | 76,545 | +0.7% | 7.57% | +4.6% |
| Q1 2022 | $20,390,000 | -4.0% | 75,986 | +1.3% | 7.24% | +0.5% |
| Q4 2021 | $21,244,000 | +8.3% | 75,047 | +0.6% | 7.20% | -2.1% |
| Q3 2021 | $19,622,000 | +39.0% | 74,589 | +41.9% | 7.36% | +11.5% |
| Q2 2021 | $14,121,000 | +3.5% | 52,548 | +0.2% | 6.60% | +512.0% |
| Q1 2021 | $13,646,000 | +8.8% | 52,430 | -3.9% | 1.08% | -42.1% |
| Q4 2020 | $12,544,000 | +35.5% | 54,580 | +9.2% | 1.86% | +32.5% |
| Q3 2020 | $9,259,000 | +32.7% | 49,967 | +27.3% | 1.40% | -27.3% |
| Q2 2020 | $6,978,000 | -45.1% | 39,242 | -55.5% | 1.93% | -43.8% |
| Q1 2020 | $12,700,000 | +29.5% | 88,280 | +85.3% | 3.44% | +4.2% |
| Q4 2019 | $9,807,000 | +5.2% | 47,650 | -1.3% | 3.30% | -10.5% |
| Q3 2019 | $9,325,000 | -4.0% | 48,259 | -3.5% | 3.69% | +4.2% |
| Q2 2019 | $9,715,000 | +8.6% | 50,011 | +5.9% | 3.54% | +2.6% |
| Q1 2019 | $8,943,000 | +26.6% | 47,216 | +11.0% | 3.45% | -16.7% |
| Q4 2018 | $7,064,000 | -37.2% | 42,542 | -23.9% | 4.14% | -22.1% |
| Q3 2018 | $11,252,000 | +3.7% | 55,901 | +0.3% | 5.31% | +0.2% |
| Q2 2018 | $10,855,000 | +6.9% | 55,727 | +2.9% | 5.30% | -7.5% |
| Q1 2018 | $10,155,000 | -8.0% | 54,140 | -6.9% | 5.73% | -8.1% |
| Q4 2017 | $11,038,000 | -0.8% | 58,160 | -6.5% | 6.23% | +7.1% |
| Q3 2017 | $11,130,000 | +7.7% | 62,213 | +4.8% | 5.82% | -10.9% |
| Q2 2017 | $10,330,000 | +7.0% | 59,383 | +5.3% | 6.52% | +7.0% |
| Q1 2017 | $9,657,000 | +15.9% | 56,403 | +11.9% | 6.10% | +8.5% |
| Q4 2016 | $8,332,000 | -13.5% | 50,391 | -19.1% | 5.62% | -20.0% |
| Q3 2016 | $9,635,000 | -6.3% | 62,279 | -9.5% | 7.03% | -28.8% |
| Q2 2016 | $10,282,000 | +3.2% | 68,824 | -0.4% | 9.86% | +38.3% |
| Q1 2016 | $9,960,000 | -0.0% | 69,078 | -3.4% | 7.13% | -0.8% |
| Q4 2015 | $9,963,000 | – | 71,515 | – | 7.18% | – |
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% |