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 | $9,574,166 | +67.4% | 38,396 | +75.6% | 2.89% | +70.5% |
| Q2 2023 | $5,717,651 | -0.7% | 21,866 | -5.0% | 1.70% | -5.5% |
| Q1 2023 | $5,758,307 | -6.8% | 23,018 | -9.9% | 1.80% | -10.9% |
| Q4 2022 | $6,181,499 | +11.4% | 25,555 | +1.0% | 2.02% | +5.7% |
| Q3 2022 | $5,548,000 | -0.1% | 25,303 | +3.0% | 1.91% | +14.5% |
| Q2 2022 | $5,555,000 | -13.5% | 24,556 | +2.6% | 1.66% | +3.5% |
| Q1 2022 | $6,423,000 | -3.7% | 23,935 | +1.5% | 1.61% | -0.8% |
| Q4 2021 | $6,672,000 | -2.4% | 23,570 | -9.3% | 1.62% | -6.9% |
| Q3 2021 | $6,836,000 | +0.3% | 25,987 | +2.4% | 1.74% | -4.6% |
| Q2 2021 | $6,818,000 | -4.4% | 25,372 | -7.4% | 1.83% | -12.1% |
| Q1 2021 | $7,134,000 | +3.7% | 27,409 | -8.5% | 2.08% | -15.6% |
| Q4 2020 | $6,882,000 | +16.3% | 29,942 | -6.2% | 2.46% | -1.8% |
| Q3 2020 | $5,917,000 | -0.1% | 31,928 | -4.2% | 2.51% | -12.4% |
| Q2 2020 | $5,924,000 | +6.1% | 33,315 | -14.2% | 2.86% | -24.1% |
| Q1 2020 | $5,586,000 | -45.0% | 38,827 | -21.4% | 3.77% | -30.5% |
| Q4 2019 | $10,162,000 | +10.8% | 49,376 | +4.0% | 5.42% | +9.6% |
| Q3 2019 | $9,175,000 | -4.6% | 47,482 | -4.1% | 4.95% | -1.1% |
| Q2 2019 | $9,622,000 | +0.0% | 49,531 | -2.5% | 5.00% | -2.8% |
| Q1 2019 | $9,621,000 | -26.7% | 50,798 | -35.7% | 5.15% | -40.3% |
| Q4 2018 | $13,121,000 | – | 79,008 | – | 8.62% | – |
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% |