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 | $28,323,168 | -1.5% | 113,588 | +3.3% | 2.48% | +2.2% |
| Q2 2023 | $28,752,341 | +8.5% | 109,960 | +3.8% | 2.43% | +6.6% |
| Q1 2023 | $26,495,697 | -35.7% | 105,915 | -37.8% | 2.28% | -30.0% |
| Q4 2022 | $41,180,563 | +61.0% | 170,245 | +45.9% | 3.25% | +21.5% |
| Q3 2022 | $25,578,000 | +2.6% | 116,653 | +5.9% | 2.68% | +7.3% |
| Q2 2022 | $24,932,000 | -18.2% | 110,203 | -2.9% | 2.50% | -8.6% |
| Q1 2022 | $30,467,000 | -11.2% | 113,540 | -6.3% | 2.73% | -9.9% |
| Q4 2021 | $34,302,000 | +5.2% | 121,173 | -2.2% | 3.03% | -9.0% |
| Q3 2021 | $32,596,000 | +7.4% | 123,907 | +9.8% | 3.33% | +10.1% |
| Q2 2021 | $30,340,000 | +3.8% | 112,898 | +0.5% | 3.03% | -8.3% |
| Q1 2021 | $29,243,000 | +16.3% | 112,354 | +2.7% | 3.30% | +4.3% |
| Q4 2020 | $25,141,000 | +108.4% | 109,391 | +68.0% | 3.17% | +84.8% |
| Q3 2020 | $12,064,000 | -0.7% | 65,102 | -4.7% | 1.71% | -2.9% |
| Q2 2020 | $12,150,000 | +49.2% | 68,326 | +20.7% | 1.76% | +23.8% |
| Q1 2020 | $8,144,000 | -4.8% | 56,609 | +36.1% | 1.43% | +16.7% |
| Q4 2019 | $8,559,000 | +3154.4% | 41,583 | +2955.3% | 1.22% | +3115.8% |
| Q3 2019 | $263,000 | -48.5% | 1,361 | -48.3% | 0.04% | -49.3% |
| Q2 2019 | $511,000 | -1.5% | 2,630 | -3.9% | 0.08% | -10.7% |
| Q1 2019 | $519,000 | – | 2,738 | – | 0.08% | – |
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% |