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 | $367 | -99.8% | 1,470 | +76.5% | 0.07% | +30.4% |
| Q1 2022 | $224,000 | -12.8% | 833 | -8.3% | 0.06% | -11.1% |
| Q4 2021 | $257,000 | -51.8% | 908 | -54.2% | 0.06% | -65.0% |
| Q2 2021 | $533,000 | +3.3% | 1,983 | 0.0% | 0.18% | +8.4% |
| Q1 2021 | $516,000 | +13.2% | 1,983 | 0.0% | 0.17% | +28.7% |
| Q4 2020 | $456,000 | +36.5% | 1,983 | +10.2% | 0.13% | +15.2% |
| Q3 2020 | $334,000 | +29.5% | 1,800 | +23.3% | 0.11% | +20.4% |
| Q2 2020 | $258,000 | +22.9% | 1,460 | 0.0% | 0.09% | +8.1% |
| Q1 2020 | $210,000 | -30.0% | 1,460 | 0.0% | 0.09% | -7.5% |
| Q4 2019 | $300,000 | +6.4% | 1,460 | 0.0% | 0.09% | +1.1% |
| Q3 2019 | $282,000 | -0.7% | 1,460 | 0.0% | 0.09% | -1.1% |
| Q2 2019 | $284,000 | +2.5% | 1,460 | 0.0% | 0.09% | +2.2% |
| Q1 2019 | $277,000 | +14.5% | 1,460 | 0.0% | 0.09% | +4.6% |
| Q4 2018 | $242,000 | -17.7% | 1,460 | 0.0% | 0.09% | -7.4% |
| Q3 2018 | $294,000 | +3.5% | 1,460 | 0.0% | 0.09% | -10.5% |
| Q2 2018 | $284,000 | +3.6% | 1,460 | 0.0% | 0.10% | +12.9% |
| Q1 2018 | $274,000 | -1.1% | 1,460 | 0.0% | 0.09% | +4.5% |
| Q4 2017 | $277,000 | +9.1% | 1,460 | 0.0% | 0.09% | +3.5% |
| Q3 2017 | $254,000 | 0.0% | 1,460 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $254,000 | +1.6% | 1,460 | 0.0% | 0.09% | +2.4% |
| Q1 2017 | $250,000 | -8.8% | 1,460 | -12.0% | 0.08% | -10.6% |
| Q4 2016 | $274,000 | – | 1,660 | – | 0.09% | – |
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% |