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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $545,349 | +3.4% | 2,180 | 0.0% | 0.20% | -1.0% |
| Q4 2022 | $527,320 | +10.3% | 2,180 | 0.0% | 0.20% | 0.0% |
| Q3 2022 | $478,000 | -3.0% | 2,180 | 0.0% | 0.20% | +2.6% |
| Q2 2022 | $493,000 | -15.6% | 2,180 | 0.0% | 0.19% | -5.9% |
| Q1 2022 | $584,000 | -5.3% | 2,180 | 0.0% | 0.20% | -1.9% |
| Q4 2021 | $617,000 | +7.7% | 2,180 | 0.0% | 0.21% | 0.0% |
| Q3 2021 | $573,000 | -2.2% | 2,180 | 0.0% | 0.21% | -3.7% |
| Q2 2021 | $586,000 | +3.4% | 2,180 | 0.0% | 0.22% | -3.1% |
| Q1 2021 | $567,000 | +13.2% | 2,180 | 0.0% | 0.22% | +3.2% |
| Q4 2020 | $501,000 | +24.0% | 2,180 | 0.0% | 0.22% | +9.1% |
| Q3 2020 | $404,000 | +4.1% | 2,180 | 0.0% | 0.20% | -2.5% |
| Q2 2020 | $388,000 | +23.6% | 2,180 | 0.0% | 0.20% | +10.3% |
| Q1 2020 | $314,000 | -31.6% | 2,180 | -2.2% | 0.18% | -14.4% |
| Q4 2019 | $459,000 | +6.5% | 2,230 | 0.0% | 0.22% | -1.8% |
| Q3 2019 | $431,000 | -0.5% | 2,230 | 0.0% | 0.22% | -2.2% |
| Q2 2019 | $433,000 | +2.6% | 2,230 | 0.0% | 0.22% | -2.2% |
| Q1 2019 | $422,000 | +14.1% | 2,230 | 0.0% | 0.23% | -0.9% |
| Q4 2018 | $370,000 | -17.6% | 2,230 | 0.0% | 0.23% | -10.8% |
| Q3 2018 | $449,000 | +3.5% | 2,230 | 0.0% | 0.26% | -3.4% |
| Q2 2018 | $434,000 | +317.3% | 2,230 | +301.8% | 0.27% | +318.8% |
| Q1 2018 | $104,000 | -1.0% | 555 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $105,000 | – | 555 | – | 0.06% | – |
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% |