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 | $315,651 | -19.8% | 1,266 | -15.9% | 0.11% | -18.0% |
Q2 2023 | $393,500 | +24.5% | 1,505 | +19.2% | 0.14% | +18.8% |
Q1 2023 | $316,044 | +1.8% | 1,263 | -1.6% | 0.12% | -2.5% |
Q4 2022 | $310,605 | +11.7% | 1,284 | +1.2% | 0.12% | 0.0% |
Q3 2022 | $278,000 | -3.1% | 1,269 | 0.0% | 0.12% | +1.7% |
Q2 2022 | $287,000 | -14.3% | 1,269 | +1.6% | 0.12% | -11.9% |
Q1 2022 | $335,000 | -6.2% | 1,249 | -1.0% | 0.13% | -8.8% |
Q4 2021 | $357,000 | +7.9% | 1,262 | +0.4% | 0.15% | -3.3% |
Q3 2021 | $331,000 | -2.1% | 1,257 | 0.0% | 0.15% | +0.7% |
Q2 2021 | $338,000 | +3.7% | 1,257 | +0.4% | 0.15% | -3.8% |
Q1 2021 | $326,000 | +2.8% | 1,252 | -9.2% | 0.16% | -3.7% |
Q4 2020 | $317,000 | +23.3% | 1,379 | -0.6% | 0.16% | +3.8% |
Q3 2020 | $257,000 | +3.2% | 1,388 | -0.7% | 0.16% | +2.6% |
Q2 2020 | $249,000 | +5.5% | 1,398 | +22.1% | 0.15% | +26.4% |
Q4 2019 | $236,000 | -8.5% | 1,145 | -15.9% | 0.12% | -28.8% |
Q4 2017 | $258,000 | +6.2% | 1,361 | +0.4% | 0.17% | +4.9% |
Q3 2017 | $243,000 | -8.3% | 1,356 | -11.1% | 0.16% | -10.0% |
Q2 2017 | $265,000 | +8.6% | 1,526 | +7.0% | 0.18% | +8.4% |
Q1 2017 | $244,000 | +8.9% | 1,426 | -11.3% | 0.17% | -8.8% |
Q4 2015 | $224,000 | – | 1,608 | – | 0.18% | – |
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% |