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 | $1,905,533 | +655.1% | 7,642 | +713.0% | 0.53% | +700.0% |
| Q2 2023 | $252,362 | +7.3% | 940 | 0.0% | 0.07% | -4.3% |
| Q1 2023 | $235,150 | +3.4% | 940 | 0.0% | 0.07% | -5.5% |
| Q4 2022 | $227,377 | +7.3% | 940 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $212,000 | -10.5% | 940 | -10.4% | 0.07% | -5.3% |
| Q2 2022 | $237,000 | -6.0% | 1,049 | +11.6% | 0.08% | +10.1% |
| Q1 2022 | $252,000 | -6.3% | 940 | -1.1% | 0.07% | -6.8% |
| Q4 2021 | $269,000 | +8.9% | 950 | +1.1% | 0.07% | 0.0% |
| Q3 2021 | $247,000 | -4.6% | 940 | -2.5% | 0.07% | +4.2% |
| Q2 2021 | $259,000 | -68.7% | 964 | -69.7% | 0.07% | -59.0% |
| Q1 2021 | $827,000 | +45.9% | 3,179 | +28.8% | 0.17% | +36.2% |
| Q4 2020 | $567,000 | +24.1% | 2,469 | 0.0% | 0.13% | +8.5% |
| Q3 2020 | $457,000 | -0.7% | 2,469 | -4.5% | 0.12% | +7.3% |
| Q2 2020 | $460,000 | -20.4% | 2,585 | -35.7% | 0.11% | -35.9% |
| Q1 2020 | $578,000 | -68.3% | 4,019 | -54.6% | 0.17% | -63.0% |
| Q4 2019 | $1,821,000 | +11.2% | 8,849 | +4.4% | 0.46% | +2.2% |
| Q3 2019 | $1,637,000 | +0.1% | 8,473 | +0.6% | 0.45% | -4.9% |
| Q2 2019 | $1,636,000 | +45.4% | 8,423 | +41.8% | 0.47% | +32.6% |
| Q1 2019 | $1,125,000 | +50.4% | 5,940 | +31.9% | 0.36% | +19.9% |
| Q4 2018 | $748,000 | +21.4% | 4,504 | +47.0% | 0.30% | +35.0% |
| Q3 2018 | $616,000 | +3.5% | 3,063 | +0.3% | 0.22% | -2.7% |
| Q2 2018 | $595,000 | +6.8% | 3,055 | +2.8% | 0.23% | -5.0% |
| Q1 2018 | $557,000 | -3.3% | 2,971 | -2.1% | 0.24% | -0.4% |
| Q4 2017 | $576,000 | – | 3,035 | – | 0.24% | – |
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% |