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 | $6,519,524 | -5.5% | 26,146 | +1.4% | 2.04% | -3.6% |
| Q2 2023 | $6,896,735 | -1.3% | 25,785 | -8.4% | 2.11% | +3.4% |
| Q1 2023 | $6,988,663 | +11.1% | 28,157 | +8.3% | 2.04% | +2.5% |
| Q4 2022 | $6,288,023 | +35.0% | 25,995 | +22.4% | 2.00% | +23.7% |
| Q3 2022 | $4,658,000 | +0.6% | 21,246 | +3.8% | 1.61% | +2.0% |
| Q2 2022 | $4,631,000 | -5.5% | 20,469 | +12.1% | 1.58% | +1.5% |
| Q1 2022 | $4,899,000 | +7.9% | 18,258 | +13.9% | 1.56% | -0.7% |
| Q4 2021 | $4,539,000 | +21.9% | 16,034 | +13.2% | 1.57% | +8.7% |
| Q3 2021 | $3,725,000 | -2.8% | 14,160 | -0.7% | 1.44% | -11.8% |
| Q2 2021 | $3,834,000 | +5.2% | 14,267 | +1.9% | 1.64% | +4.5% |
| Q1 2021 | $3,645,000 | +60.9% | 14,005 | +42.1% | 1.57% | +38.5% |
| Q4 2020 | $2,265,000 | -41.4% | 9,854 | -50.7% | 1.13% | -53.5% |
| Q3 2019 | $3,865,000 | -0.1% | 20,003 | +0.5% | 2.44% | +0.6% |
| Q2 2019 | $3,867,000 | +3.5% | 19,907 | +0.9% | 2.42% | -3.4% |
| Q1 2019 | $3,737,000 | +17.4% | 19,732 | +2.9% | 2.51% | +3.2% |
| Q4 2018 | $3,183,000 | -23.4% | 19,170 | -7.1% | 2.43% | -11.4% |
| Q3 2018 | $4,156,000 | +7.5% | 20,646 | +4.0% | 2.74% | +0.8% |
| Q2 2018 | $3,865,000 | +21.4% | 19,844 | +16.9% | 2.72% | +29.7% |
| Q1 2018 | $3,183,000 | -17.0% | 16,972 | -15.2% | 2.10% | -11.2% |
| Q4 2017 | $3,834,000 | -21.5% | 20,023 | -26.6% | 2.36% | -27.5% |
| Q3 2017 | $4,881,000 | +6.1% | 27,284 | +3.1% | 3.26% | +5.0% |
| Q2 2017 | $4,602,000 | +6.1% | 26,456 | +4.4% | 3.10% | -0.1% |
| Q1 2017 | $4,339,000 | +40.2% | 25,340 | +35.4% | 3.11% | +36.4% |
| Q4 2016 | $3,095,000 | – | 18,721 | – | 2.28% | – |
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% |