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 | $615,607 | -4.6% | 2,469 | 0.0% | 0.23% | -0.4% |
| Q2 2023 | $645,554 | +9.3% | 2,469 | +4.5% | 0.23% | +0.9% |
| Q1 2023 | $590,872 | +3.8% | 2,362 | +0.4% | 0.22% | -10.4% |
| Q4 2022 | $569,170 | +11.4% | 2,353 | +1.0% | 0.25% | -3.8% |
| Q3 2022 | $511,000 | -8.1% | 2,330 | -5.2% | 0.26% | -1.5% |
| Q2 2022 | $556,000 | -13.0% | 2,457 | +0.3% | 0.26% | +1.9% |
| Q1 2022 | $639,000 | -2.1% | 2,449 | +0.3% | 0.26% | +4.8% |
| Q4 2021 | $653,000 | +2.4% | 2,441 | +0.7% | 0.25% | -8.5% |
| Q3 2021 | $638,000 | -1.4% | 2,425 | 0.0% | 0.27% | +2.7% |
| Q2 2021 | $647,000 | +3.0% | 2,425 | +0.5% | 0.26% | -6.0% |
| Q1 2021 | $628,000 | +13.2% | 2,413 | +6.3% | 0.28% | +2.6% |
| Q4 2020 | $555,000 | +18.8% | 2,271 | -10.0% | 0.27% | -3.9% |
| Q3 2020 | $467,000 | +4.5% | 2,523 | +0.4% | 0.28% | -0.7% |
| Q2 2020 | $447,000 | +24.9% | 2,512 | +0.9% | 0.29% | -2.0% |
| Q1 2020 | $358,000 | -30.1% | 2,490 | +0.0% | 0.29% | -9.8% |
| Q4 2019 | $512,000 | +7.3% | 2,489 | +0.9% | 0.32% | -9.7% |
| Q3 2019 | $477,000 | -4.2% | 2,468 | -3.9% | 0.36% | +4.3% |
| Q2 2019 | $498,000 | +2.9% | 2,568 | +0.4% | 0.34% | +10.9% |
| Q1 2019 | $484,000 | +14.4% | 2,557 | +0.4% | 0.31% | -2.5% |
| Q4 2018 | $423,000 | -16.9% | 2,548 | +0.7% | 0.32% | +0.3% |
| Q3 2018 | $509,000 | +3.7% | 2,531 | +0.4% | 0.32% | -7.3% |
| Q2 2018 | $491,000 | +3.8% | 2,521 | 0.0% | 0.34% | +2.7% |
| Q1 2018 | $473,000 | -0.8% | 2,521 | +0.4% | 0.33% | +8.1% |
| Q4 2017 | $477,000 | +6.7% | 2,512 | +0.6% | 0.31% | -1.6% |
| Q3 2017 | $447,000 | +3.2% | 2,498 | +0.3% | 0.31% | -1.3% |
| Q2 2017 | $433,000 | – | 2,490 | – | 0.32% | – |
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% |