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 | $778,000 | -11.5% | 2,959 | -9.5% | 0.11% | -11.3% |
| Q2 2021 | $879,000 | +3.0% | 3,270 | -0.3% | 0.12% | -4.6% |
| Q1 2021 | $853,000 | -23.2% | 3,279 | -32.1% | 0.13% | -27.8% |
| Q4 2020 | $1,110,000 | +0.3% | 4,830 | -19.1% | 0.18% | -10.9% |
| Q3 2020 | $1,107,000 | +3.4% | 5,974 | -0.8% | 0.20% | -5.6% |
| Q2 2020 | $1,071,000 | -67.0% | 6,025 | -73.3% | 0.21% | -72.8% |
| Q1 2020 | $3,249,000 | -32.1% | 22,583 | -2.8% | 0.79% | -9.2% |
| Q4 2019 | $4,782,000 | -3.0% | 23,233 | -8.9% | 0.87% | -10.3% |
| Q3 2019 | $4,930,000 | -3.0% | 25,512 | -2.5% | 0.97% | -5.3% |
| Q2 2019 | $5,084,000 | +2.6% | 26,172 | +0.1% | 1.02% | -0.3% |
| Q1 2019 | $4,953,000 | +17.4% | 26,150 | +2.9% | 1.02% | +5.0% |
| Q4 2018 | $4,219,000 | -10.7% | 25,408 | +8.2% | 0.98% | +1.2% |
| Q3 2018 | $4,726,000 | +3.6% | 23,476 | +0.3% | 0.96% | +3.4% |
| Q2 2018 | $4,561,000 | +10.9% | 23,417 | +6.8% | 0.93% | +6.3% |
| Q1 2018 | $4,114,000 | -0.9% | 21,935 | +0.3% | 0.88% | +1.2% |
| Q4 2017 | $4,151,000 | +4.0% | 21,875 | -2.0% | 0.87% | -1.6% |
| Q3 2017 | $3,992,000 | +3.8% | 22,312 | +0.9% | 0.88% | +1.4% |
| Q2 2017 | $3,846,000 | +4.7% | 22,109 | +3.0% | 0.87% | -1.6% |
| Q1 2017 | $3,675,000 | +519.7% | 21,461 | +498.3% | 0.88% | +455.3% |
| Q4 2016 | $593,000 | +67.0% | 3,587 | +56.3% | 0.16% | +65.6% |
| Q3 2016 | $355,000 | – | 2,295 | – | 0.10% | – |
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% |