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 | $47,520,843 | +2.4% | 190,579 | +7.4% | 0.84% | +5.4% |
| Q2 2023 | $46,388,383 | +142703.8% | 177,407 | +36.6% | 0.80% | +18.7% |
| Q1 2023 | $32,484 | +23.1% | 129,854 | +19.1% | 0.67% | -6.6% |
| Q4 2022 | $26,378 | -99.9% | 109,049 | -6.2% | 0.72% | -11.9% |
| Q3 2022 | $25,492,000 | +9.9% | 116,262 | +13.4% | 0.81% | +12.7% |
| Q2 2022 | $23,195,000 | -4.6% | 102,527 | +13.2% | 0.72% | -2.8% |
| Q1 2022 | $24,312,000 | -8.3% | 90,600 | -3.2% | 0.74% | -5.7% |
| Q4 2021 | $26,501,000 | +4.9% | 93,617 | -2.5% | 0.79% | -4.1% |
| Q3 2021 | $25,263,000 | +2.1% | 96,030 | +4.3% | 0.82% | -6.3% |
| Q2 2021 | $24,751,000 | +7.9% | 92,102 | +4.5% | 0.88% | -6.9% |
| Q1 2021 | $22,935,000 | +12.0% | 88,118 | -1.1% | 0.94% | -2.8% |
| Q4 2020 | $20,479,000 | +20.0% | 89,105 | -3.3% | 0.97% | -7.9% |
| Q3 2020 | $17,070,000 | +15.7% | 92,116 | +11.0% | 1.05% | -0.9% |
| Q2 2020 | $14,760,000 | +25.4% | 83,005 | +1.5% | 1.06% | -2.3% |
| Q1 2020 | $11,769,000 | -48.7% | 81,807 | -26.6% | 1.09% | -43.8% |
| Q4 2019 | $22,936,000 | +86.7% | 111,440 | +75.3% | 1.94% | +40.0% |
| Q3 2019 | $12,286,000 | -19.8% | 63,583 | -20.0% | 1.38% | -31.1% |
| Q2 2019 | $15,318,000 | +7.8% | 79,433 | +5.9% | 2.01% | -16.5% |
| Q1 2019 | $14,209,000 | +24.5% | 75,022 | +9.1% | 2.40% | -22.5% |
| Q4 2018 | $11,417,000 | -13.9% | 68,753 | +3.6% | 3.10% | -22.5% |
| Q3 2018 | $13,258,000 | +4.3% | 66,367 | +1.8% | 4.00% | -7.7% |
| Q2 2018 | $12,709,000 | +10.3% | 65,223 | +3.7% | 4.34% | -6.1% |
| Q1 2018 | $11,524,000 | +0.0% | 62,916 | +6.0% | 4.62% | -6.2% |
| Q4 2017 | $11,520,000 | – | 59,328 | – | 4.93% | – |
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% |