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 | $7,135,485 | +49.5% | 28,616 | +56.7% | 0.24% | +54.5% |
| Q2 2023 | $4,773,932 | +5.3% | 18,257 | +0.8% | 0.15% | +0.7% |
| Q1 2023 | $4,533,207 | +151.2% | 18,121 | +142.9% | 0.15% | +96.2% |
| Q4 2022 | $1,804,705 | +0.9% | 7,460 | -8.6% | 0.08% | -4.9% |
| Q3 2022 | $1,789,000 | +7.6% | 8,158 | +11.1% | 0.08% | +7.9% |
| Q2 2022 | $1,662,000 | -24.0% | 7,346 | -8.5% | 0.08% | -12.6% |
| Q1 2022 | $2,186,000 | -4.7% | 8,028 | -1.0% | 0.09% | +2.4% |
| Q4 2021 | $2,294,000 | +3.5% | 8,105 | -3.8% | 0.08% | -4.5% |
| Q3 2021 | $2,216,000 | -4.8% | 8,424 | -2.8% | 0.09% | -10.1% |
| Q2 2021 | $2,328,000 | -12.5% | 8,663 | -15.3% | 0.10% | -21.4% |
| Q1 2021 | $2,662,000 | +120.5% | 10,227 | +94.7% | 0.13% | +90.9% |
| Q4 2020 | $1,207,000 | +25.5% | 5,253 | +1.2% | 0.07% | +10.0% |
| Q3 2020 | $962,000 | +1.5% | 5,189 | -2.7% | 0.06% | -3.2% |
| Q2 2020 | $948,000 | +9.7% | 5,335 | -11.2% | 0.06% | -11.4% |
| Q1 2020 | $864,000 | -60.5% | 6,011 | -43.4% | 0.07% | -57.3% |
| Q4 2019 | $2,187,000 | +13.4% | 10,624 | +6.5% | 0.16% | -0.6% |
| Q3 2019 | $1,928,000 | -1.1% | 9,978 | -0.6% | 0.16% | -13.2% |
| Q2 2019 | $1,950,000 | -12.7% | 10,042 | -14.9% | 0.19% | -24.3% |
| Q1 2019 | $2,234,000 | +62.6% | 11,797 | +42.6% | 0.25% | +30.7% |
| Q4 2018 | $1,374,000 | -13.7% | 8,275 | +4.6% | 0.19% | -3.0% |
| Q3 2018 | $1,592,000 | +13.6% | 7,908 | +9.9% | 0.20% | -1.0% |
| Q2 2018 | $1,402,000 | -75.6% | 7,198 | -76.5% | 0.20% | -77.7% |
| Q1 2018 | $5,746,000 | -46.1% | 30,635 | -45.5% | 0.90% | -48.6% |
| Q4 2017 | $10,663,000 | +3.8% | 56,187 | -0.1% | 1.74% | -1.2% |
| Q3 2017 | $10,272,000 | +3.9% | 56,256 | -0.2% | 1.77% | -5.3% |
| Q2 2017 | $9,887,000 | -49.5% | 56,341 | -50.4% | 1.86% | -4.1% |
| Q1 2017 | $19,570,000 | +77.3% | 113,680 | +70.3% | 1.94% | -24.9% |
| Q4 2016 | $11,035,000 | – | 66,742 | – | 2.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |