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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,699,837 | -49.3% | 6,795 | -51.0% | 0.70% | -42.3% |
| Q4 2022 | $3,352,595 | +62.2% | 13,860 | +47.0% | 1.20% | +61.2% |
| Q3 2022 | $2,067,000 | -45.3% | 9,426 | -43.6% | 0.75% | -43.5% |
| Q2 2022 | $3,782,000 | -49.2% | 16,718 | -39.8% | 1.32% | -32.1% |
| Q1 2022 | $7,452,000 | +114.3% | 27,772 | +126.1% | 1.95% | +115.7% |
| Q4 2021 | $3,477,000 | +57.1% | 12,282 | +46.0% | 0.90% | +29.2% |
| Q3 2021 | $2,213,000 | -15.7% | 8,412 | -13.9% | 0.70% | -26.1% |
| Q2 2021 | $2,624,000 | -5.1% | 9,768 | -8.0% | 0.95% | -21.4% |
| Q1 2021 | $2,765,000 | +4.5% | 10,622 | -7.8% | 1.20% | -0.6% |
| Q4 2020 | $2,646,000 | +38.8% | 11,515 | +12.0% | 1.21% | -6.6% |
| Q3 2020 | $1,906,000 | -28.9% | 10,283 | -31.8% | 1.30% | -16.3% |
| Q2 2020 | $2,681,000 | +73.0% | 15,076 | +39.9% | 1.55% | +69.1% |
| Q1 2020 | $1,550,000 | -85.6% | 10,775 | -79.3% | 0.92% | -60.6% |
| Q4 2019 | $10,730,000 | +114.3% | 52,130 | +101.2% | 2.32% | +7.5% |
| Q3 2019 | $5,007,000 | -52.7% | 25,914 | -52.4% | 2.16% | -2.4% |
| Q2 2019 | $10,586,000 | +282.3% | 54,496 | +296.0% | 2.21% | +174.9% |
| Q3 2018 | $2,769,000 | -3.2% | 13,761 | -8.7% | 0.80% | -20.3% |
| Q1 2018 | $2,861,000 | -16.5% | 15,073 | -16.5% | 1.01% | -26.2% |
| Q4 2017 | $3,427,000 | -17.0% | 18,057 | -21.7% | 1.37% | -31.0% |
| Q3 2017 | $4,127,000 | +947.5% | 23,066 | +902.9% | 1.98% | +805.5% |
| Q2 2017 | $394,000 | 0.0% | 2,300 | 0.0% | 0.22% | -0.9% |
| Q1 2017 | $394,000 | – | 2,300 | – | 0.22% | – |
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% |