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 | $571,572 | -4.6% | 2,292 | 0.0% | 0.38% | +10.0% |
| Q2 2023 | $599,377 | +4.5% | 2,292 | 0.0% | 0.34% | -2.8% |
| Q1 2023 | $573,406 | +3.4% | 2,292 | 0.0% | 0.35% | -10.9% |
| Q4 2022 | $554,422 | +10.2% | 2,292 | 0.0% | 0.39% | -6.0% |
| Q3 2022 | $503,000 | -2.9% | 2,292 | 0.0% | 0.42% | +2.7% |
| Q2 2022 | $518,000 | -15.8% | 2,292 | 0.0% | 0.41% | +1.2% |
| Q1 2022 | $615,000 | -5.2% | 2,292 | 0.0% | 0.40% | -1.9% |
| Q4 2021 | $649,000 | +7.6% | 2,292 | +0.0% | 0.41% | +0.5% |
| Q3 2021 | $603,000 | -4.3% | 2,291 | -2.2% | 0.41% | +1.2% |
| Q2 2021 | $630,000 | +3.3% | 2,343 | 0.0% | 0.40% | +8.0% |
| Q1 2021 | $610,000 | +155.2% | 2,343 | +81.3% | 0.37% | +98.9% |
| Q4 2020 | $239,000 | 0.0% | 1,292 | 0.0% | 0.19% | +0.5% |
| Q3 2020 | $239,000 | +3.9% | 1,292 | -0.1% | 0.19% | -1.6% |
| Q2 2020 | $230,000 | -13.5% | 1,293 | 0.0% | 0.19% | +1.1% |
| Q4 2019 | $266,000 | +6.4% | 1,293 | 0.0% | 0.19% | -3.6% |
| Q3 2019 | $250,000 | -0.4% | 1,293 | +0.1% | 0.20% | -0.5% |
| Q2 2019 | $251,000 | +2.4% | 1,292 | 0.0% | 0.20% | -3.0% |
| Q1 2019 | $245,000 | -5.8% | 1,292 | 0.0% | 0.20% | -2.4% |
| Q4 2018 | $260,000 | 0.0% | 1,292 | 0.0% | 0.21% | 0.0% |
| Q3 2018 | $260,000 | – | 1,292 | – | 0.21% | – |
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% |