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 | $13,631,510 | -3.5% | 56,030 | +3.7% | 0.69% | -0.4% |
| Q2 2023 | $14,126,025 | +11.8% | 54,023 | +4.5% | 0.69% | +2.8% |
| Q1 2023 | $12,634,463 | +38.9% | 51,709 | +37.6% | 0.67% | +7.4% |
| Q4 2022 | $9,093,162 | +13.1% | 37,592 | +13.4% | 0.62% | +2.6% |
| Q3 2022 | $8,040,000 | +19.9% | 33,151 | +11.9% | 0.61% | +13.2% |
| Q2 2022 | $6,704,000 | -6.0% | 29,635 | -1.3% | 0.54% | -4.1% |
| Q1 2022 | $7,133,000 | -5.2% | 30,015 | +5.0% | 0.56% | -24.6% |
| Q3 2021 | $7,522,000 | +1.6% | 28,594 | +3.8% | 0.74% | -2.0% |
| Q2 2021 | $7,404,000 | +0.9% | 27,553 | -2.3% | 0.76% | -11.6% |
| Q1 2021 | $7,338,000 | +11.0% | 28,192 | -2.0% | 0.86% | +3.7% |
| Q4 2020 | $6,611,000 | +17.4% | 28,763 | -5.3% | 0.83% | +0.5% |
| Q3 2020 | $5,631,000 | -17.2% | 30,385 | -20.6% | 0.82% | -24.1% |
| Q2 2020 | $6,801,000 | +6.9% | 38,246 | -13.5% | 1.08% | -9.8% |
| Q1 2020 | $6,361,000 | -36.1% | 44,214 | -8.6% | 1.20% | -21.1% |
| Q4 2019 | $9,958,000 | +1.6% | 48,381 | -4.6% | 1.52% | -5.3% |
| Q3 2019 | $9,797,000 | -26.4% | 50,700 | -26.0% | 1.61% | -36.8% |
| Q2 2019 | $13,310,000 | +28.4% | 68,515 | +25.2% | 2.55% | +1.7% |
| Q1 2019 | $10,365,000 | +13.8% | 54,725 | -0.2% | 2.51% | +7.7% |
| Q4 2018 | $9,110,000 | +5.9% | 54,858 | +28.4% | 2.33% | +19.8% |
| Q3 2018 | $8,599,000 | +17.5% | 42,719 | +13.7% | 1.94% | +5.0% |
| Q2 2018 | $7,321,000 | +17.2% | 37,584 | +12.8% | 1.85% | +7.5% |
| Q1 2018 | $6,248,000 | +15.2% | 33,310 | +16.5% | 1.72% | +15.5% |
| Q4 2017 | $5,425,000 | +43.3% | 28,585 | +35.1% | 1.49% | -4.7% |
| Q3 2017 | $3,786,000 | +18.6% | 21,163 | +15.3% | 1.56% | +4.3% |
| Q2 2017 | $3,192,000 | +30.1% | 18,352 | +28.1% | 1.50% | +9.5% |
| Q1 2017 | $2,453,000 | +63.4% | 14,326 | +57.8% | 1.37% | +36.0% |
| Q4 2016 | $1,501,000 | – | 9,076 | – | 1.01% | – |
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% |