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 2021 | $2,582,000 | -51.9% | 9,813 | -52.4% | 4.70% | -50.2% |
| Q1 2021 | $5,371,000 | +0.9% | 20,635 | -10.9% | 9.45% | -2.6% |
| Q4 2020 | $5,321,000 | +113.4% | 23,153 | +72.0% | 9.70% | +1074.2% |
| Q3 2020 | $2,494,000 | -57.5% | 13,461 | -59.2% | 0.83% | -63.2% |
| Q2 2020 | $5,862,000 | -21.8% | 32,964 | -9.5% | 2.25% | -34.9% |
| Q4 2019 | $7,494,000 | -25.1% | 36,410 | -29.7% | 3.45% | -26.2% |
| Q3 2019 | $10,008,000 | -21.8% | 51,795 | -21.4% | 4.68% | -14.1% |
| Q2 2019 | $12,800,000 | -6.0% | 65,891 | -8.4% | 5.45% | -9.3% |
| Q1 2019 | $13,617,000 | +2.0% | 71,897 | -10.5% | 6.00% | -11.2% |
| Q4 2018 | $13,344,000 | -24.9% | 80,354 | -8.9% | 6.76% | -1.9% |
| Q3 2018 | $17,757,000 | +5077.0% | 88,217 | +4723.2% | 6.89% | +4205.0% |
| Q1 2018 | $343,000 | -98.5% | 1,829 | -98.5% | 0.16% | -98.6% |
| Q4 2017 | $23,220,000 | -19.5% | 122,351 | -27.4% | 11.14% | -7.3% |
| Q1 2017 | $28,844,000 | -53.6% | 168,462 | -55.2% | 12.03% | -51.3% |
| Q4 2016 | $62,220,000 | +82.7% | 376,313 | +71.0% | 24.68% | +98.2% |
| Q3 2016 | $34,051,000 | -59.4% | 220,094 | -60.8% | 12.45% | -54.7% |
| Q2 2016 | $83,883,000 | -15.6% | 561,507 | -18.5% | 27.48% | -6.2% |
| Q1 2016 | $99,345,000 | – | 688,990 | – | 29.29% | – |
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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% |