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 | $43,636 | -4.6% | 175 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $45,759 | +21.9% | 175 | +16.7% | 0.02% | +18.8% |
| Q1 2023 | $37,524 | +66907.1% | 150 | -34.8% | 0.02% | -36.0% |
| Q4 2022 | $56 | -99.8% | 230 | +53.3% | 0.02% | +56.2% |
| Q3 2022 | $33,000 | -2.9% | 150 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $34,000 | -15.0% | 150 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $40,000 | -4.8% | 150 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $42,000 | -2.3% | 150 | -7.4% | 0.02% | -10.5% |
| Q3 2021 | $43,000 | -15.7% | 162 | -15.2% | 0.02% | -17.4% |
| Q2 2021 | $51,000 | +8.5% | 191 | +6.7% | 0.02% | 0.0% |
| Q1 2021 | $47,000 | +14.6% | 179 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $41,000 | +24.2% | 179 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $33,000 | +3.1% | 179 | 0.0% | 0.02% | -9.5% |
| Q2 2020 | $32,000 | +23.1% | 179 | 0.0% | 0.02% | +5.0% |
| Q1 2020 | $26,000 | -29.7% | 179 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $37,000 | +5.7% | 179 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $35,000 | 0.0% | 179 | 0.0% | 0.02% | -7.4% |
| Q2 2019 | $35,000 | +2.9% | 179 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $34,000 | +30.8% | 179 | +16.2% | 0.03% | +16.7% |
| Q4 2018 | $26,000 | -65.3% | 154 | -58.7% | 0.02% | -59.3% |
| Q3 2018 | $75,000 | +167.9% | 373 | +157.2% | 0.06% | +156.5% |
| Q2 2018 | $28,000 | +3.7% | 145 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $27,000 | +80.0% | 145 | +83.5% | 0.02% | +76.9% |
| Q4 2017 | $15,000 | – | 79 | – | 0.01% | – |
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% |