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 | $1,864,514 | -1.4% | 7,477 | +3.4% | 0.10% | -3.0% |
| Q2 2023 | $1,890,892 | +13.5% | 7,231 | +8.6% | 0.10% | -2.0% |
| Q1 2023 | $1,665,729 | +2.7% | 6,659 | -0.7% | 0.10% | +3.1% |
| Q4 2022 | $1,622,337 | +11.0% | 6,707 | +0.5% | 0.10% | -3.0% |
| Q3 2022 | $1,462,000 | -23.2% | 6,671 | -19.8% | 0.10% | +7.4% |
| Q2 2022 | $1,904,000 | -14.5% | 8,315 | +0.1% | 0.09% | -2.1% |
| Q1 2022 | $2,228,000 | -29.2% | 8,304 | -25.3% | 0.10% | -20.0% |
| Q4 2021 | $3,147,000 | +9.3% | 11,120 | +3.2% | 0.12% | +9.1% |
| Q3 2021 | $2,880,000 | -1.6% | 10,773 | -0.6% | 0.11% | -3.5% |
| Q2 2021 | $2,928,000 | -79.8% | 10,833 | -79.7% | 0.11% | -71.9% |
| Q1 2021 | $14,493,000 | +279.5% | 53,332 | -3.6% | 0.40% | +164.7% |
| Q4 2020 | $3,819,000 | +36.4% | 55,332 | +257.5% | 0.15% | +5.5% |
| Q3 2020 | $2,800,000 | -19.1% | 15,476 | -23.4% | 0.14% | -24.5% |
| Q2 2020 | $3,460,000 | +16.7% | 20,193 | -3.4% | 0.19% | -3.5% |
| Q1 2020 | $2,965,000 | -77.7% | 20,911 | -67.6% | 0.20% | -71.9% |
| Q4 2019 | $13,279,000 | +4.4% | 64,522 | -2.7% | 0.71% | -6.7% |
| Q3 2019 | $12,716,000 | +2.0% | 66,323 | +3.3% | 0.76% | -1.9% |
| Q2 2019 | $12,472,000 | +1.7% | 64,204 | -0.9% | 0.77% | -4.4% |
| Q1 2019 | $12,269,000 | +30.8% | 64,782 | +13.4% | 0.81% | +16.7% |
| Q4 2018 | $9,382,000 | -57.2% | 57,105 | -47.5% | 0.69% | -52.5% |
| Q3 2018 | $21,933,000 | +3.9% | 108,825 | +0.4% | 1.46% | -11.2% |
| Q2 2018 | $21,105,000 | +0.7% | 108,354 | -3.1% | 1.64% | -10.2% |
| Q1 2018 | $20,965,000 | +1.3% | 111,811 | +2.5% | 1.83% | -1.0% |
| Q4 2017 | $20,704,000 | +25.2% | 109,099 | +18.0% | 1.85% | +12.6% |
| Q3 2017 | $16,538,000 | -15.6% | 92,447 | -18.0% | 1.64% | -18.3% |
| Q2 2017 | $19,603,000 | +1.7% | 112,695 | +0.1% | 2.01% | +0.3% |
| Q1 2017 | $19,282,000 | +201.8% | 112,618 | +191.4% | 2.00% | +137.8% |
| Q4 2016 | $6,389,000 | -27.4% | 38,644 | -32.1% | 0.84% | -28.9% |
| Q3 2016 | $8,805,000 | +56.7% | 56,917 | +51.6% | 1.19% | +45.5% |
| Q2 2016 | $5,619,000 | +237.1% | 37,539 | +226.1% | 0.82% | +219.6% |
| Q1 2016 | $1,667,000 | – | 11,513 | – | 0.26% | – |
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% |