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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,144,000 | -14.1% | 5,059 | +1.9% | 0.33% | +21.2% |
| Q1 2022 | $1,332,000 | -7.4% | 4,965 | -2.3% | 0.27% | -2.8% |
| Q4 2021 | $1,439,000 | +8.9% | 5,084 | +1.2% | 0.28% | -3.8% |
| Q3 2021 | $1,322,000 | -1.3% | 5,024 | +1.8% | 0.29% | 0.0% |
| Q2 2021 | $1,340,000 | +7.5% | 4,936 | +3.1% | 0.29% | +0.7% |
| Q1 2021 | $1,246,000 | +19.0% | 4,786 | +5.0% | 0.29% | +22.3% |
| Q4 2020 | $1,047,000 | +26075.0% | 4,556 | +22680.0% | 0.24% | +23700.0% |
| Q3 2019 | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | -99.8% | 20 | -99.8% | 0.00% | -99.9% |
| Q3 2018 | $2,128,000 | +3.4% | 10,572 | 0.0% | 0.81% | +2.0% |
| Q2 2018 | $2,059,000 | +100.1% | 10,572 | +92.7% | 0.79% | +68.4% |
| Q1 2018 | $1,029,000 | +8.4% | 5,487 | +9.7% | 0.47% | -6.4% |
| Q4 2017 | $949,000 | +75.7% | 5,000 | +65.6% | 0.50% | +115.0% |
| Q3 2017 | $540,000 | – | 3,020 | – | 0.23% | – |
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% |