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 | $542,457 | +5.2% | 2,175 | +10.3% | 0.02% | +5.3% |
| Q2 2023 | $515,765 | -21.5% | 1,972 | -24.9% | 0.02% | -24.0% |
| Q1 2023 | $656,878 | -55.4% | 2,626 | -56.9% | 0.02% | -58.3% |
| Q4 2022 | $1,473,705 | +142.8% | 6,092 | +120.2% | 0.06% | +114.3% |
| Q3 2022 | $607,000 | +30.3% | 2,767 | +34.4% | 0.03% | +40.0% |
| Q2 2022 | $466,000 | -12.4% | 2,059 | +3.8% | 0.02% | 0.0% |
| Q1 2022 | $532,000 | -31.0% | 1,983 | -27.2% | 0.02% | -28.6% |
| Q4 2021 | $771,000 | +21.6% | 2,724 | +13.1% | 0.03% | +7.7% |
| Q3 2021 | $634,000 | -23.1% | 2,409 | -21.5% | 0.03% | -21.2% |
| Q2 2021 | $824,000 | +23.5% | 3,068 | +19.7% | 0.03% | +10.0% |
| Q1 2021 | $667,000 | +13.2% | 2,563 | 0.0% | 0.03% | +7.1% |
| Q4 2020 | $589,000 | +6.7% | 2,563 | -14.0% | 0.03% | -9.7% |
| Q3 2020 | $552,000 | +6.4% | 2,981 | +2.1% | 0.03% | 0.0% |
| Q2 2020 | $519,000 | +24.8% | 2,920 | +1.0% | 0.03% | +6.9% |
| Q1 2020 | $416,000 | -45.9% | 2,890 | -22.7% | 0.03% | -34.1% |
| Q4 2019 | $769,000 | +31.0% | 3,738 | +23.0% | 0.04% | +22.2% |
| Q3 2019 | $587,000 | -2.7% | 3,039 | -2.1% | 0.04% | -18.2% |
| Q2 2019 | $603,000 | -10.3% | 3,103 | -12.6% | 0.04% | -12.0% |
| Q1 2019 | $672,000 | -55.1% | 3,550 | -60.6% | 0.05% | -56.5% |
| Q4 2018 | $1,495,000 | +162.3% | 9,006 | +217.9% | 0.12% | +180.5% |
| Q3 2018 | $570,000 | +9.0% | 2,833 | +5.5% | 0.04% | +2.5% |
| Q2 2018 | $523,000 | -48.1% | 2,686 | -50.0% | 0.04% | -50.0% |
| Q1 2018 | $1,008,000 | -13.7% | 5,372 | -12.7% | 0.08% | -13.0% |
| Q4 2017 | $1,168,000 | +156.7% | 6,153 | +142.0% | 0.09% | +135.9% |
| Q3 2017 | $455,000 | 0.0% | 2,543 | -2.9% | 0.04% | -9.3% |
| Q2 2017 | $455,000 | +21.3% | 2,618 | +19.4% | 0.04% | +22.9% |
| Q1 2017 | $375,000 | -4.3% | 2,193 | -7.4% | 0.04% | -10.3% |
| Q4 2016 | $392,000 | +29.4% | 2,368 | +21.0% | 0.04% | +11.4% |
| Q3 2016 | $303,000 | +3.8% | 1,957 | 0.0% | 0.04% | -2.8% |
| Q2 2016 | $292,000 | +7.0% | 1,957 | 0.0% | 0.04% | +2.9% |
| Q4 2015 | $273,000 | – | 1,957 | – | 0.04% | – |
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% |