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 | $4,359,471 | +0.2% | 17,483 | +5.0% | 0.34% | -15.8% |
| Q2 2023 | $4,351,901 | -43.7% | 16,643 | -46.1% | 0.40% | -18.9% |
| Q1 2023 | $7,728,710 | +111.4% | 30,895 | +104.4% | 0.49% | +34.2% |
| Q4 2022 | $3,656,353 | +2.9% | 15,116 | -1.2% | 0.37% | +165.2% |
| Q3 2022 | $3,555,000 | +1.5% | 15,299 | -1.2% | 0.14% | -71.4% |
| Q2 2022 | $3,503,000 | -22.1% | 15,482 | -7.6% | 0.48% | 0.0% |
| Q1 2022 | $4,498,000 | -4.0% | 16,761 | +1.3% | 0.48% | -0.6% |
| Q4 2021 | $4,685,000 | +69.2% | 16,549 | +66.5% | 0.49% | +38.5% |
| Q3 2021 | $2,769,000 | +6.9% | 9,938 | +3.1% | 0.35% | -3.0% |
| Q2 2021 | $2,591,000 | +6.1% | 9,642 | +2.7% | 0.36% | -13.6% |
| Q1 2021 | $2,443,000 | +8.6% | 9,386 | -4.1% | 0.42% | -9.5% |
| Q4 2020 | $2,249,000 | +15.7% | 9,784 | -6.7% | 0.46% | +0.2% |
| Q3 2020 | $1,943,000 | -3.0% | 10,485 | -6.9% | 0.46% | -11.3% |
| Q2 2020 | $2,004,000 | +25.2% | 11,267 | +1.2% | 0.52% | -4.2% |
| Q1 2020 | $1,601,000 | -38.1% | 11,135 | -11.4% | 0.54% | -19.5% |
| Q4 2019 | $2,587,000 | +0.5% | 12,572 | -5.6% | 0.68% | -8.6% |
| Q3 2019 | $2,574,000 | -1.6% | 13,323 | -1.1% | 0.74% | -12.3% |
| Q2 2019 | $2,616,000 | +8.8% | 13,467 | +6.1% | 0.84% | +7.7% |
| Q1 2019 | $2,405,000 | +9.1% | 12,698 | -4.4% | 0.78% | -17.0% |
| Q4 2018 | $2,205,000 | -20.0% | 13,278 | -3.0% | 0.94% | -26.7% |
| Q3 2018 | $2,756,000 | +12.3% | 13,692 | +4.6% | 1.29% | +14.0% |
| Q1 2018 | $2,455,000 | +0.1% | 13,091 | +1.3% | 1.13% | -0.3% |
| Q4 2017 | $2,453,000 | – | 12,923 | – | 1.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |