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 | $4,105,594 | -3.3% | 16,465 | +1.4% | 1.13% | -1.6% |
| Q2 2023 | $4,247,006 | +5.0% | 16,242 | +0.5% | 1.15% | -4.4% |
| Q1 2023 | $4,043,294 | +3.5% | 16,163 | +0.0% | 1.20% | -6.1% |
| Q4 2022 | $3,908,179 | +5.9% | 16,157 | -4.1% | 1.28% | -3.7% |
| Q3 2022 | $3,692,000 | +0.2% | 16,840 | +3.4% | 1.33% | +5.2% |
| Q2 2022 | $3,684,000 | -15.3% | 16,284 | +0.5% | 1.26% | -3.5% |
| Q1 2022 | $4,347,000 | -4.2% | 16,199 | +1.0% | 1.31% | -3.0% |
| Q4 2021 | $4,539,000 | +8.6% | 16,034 | +0.9% | 1.35% | -4.7% |
| Q3 2021 | $4,181,000 | -2.8% | 15,894 | -0.7% | 1.42% | -5.4% |
| Q2 2021 | $4,300,000 | +2.1% | 16,001 | -1.1% | 1.50% | -8.3% |
| Q1 2021 | $4,213,000 | +13.3% | 16,185 | +0.0% | 1.63% | +4.4% |
| Q4 2020 | $3,718,000 | +19.6% | 16,178 | -3.5% | 1.56% | +5.2% |
| Q3 2020 | $3,108,000 | +3.2% | 16,771 | -0.9% | 1.48% | -6.6% |
| Q2 2020 | $3,011,000 | +6.9% | 16,931 | -13.5% | 1.59% | -11.8% |
| Q1 2020 | $2,817,000 | -25.4% | 19,578 | +6.8% | 1.80% | -12.5% |
| Q4 2019 | $3,775,000 | +7.4% | 18,339 | +0.8% | 2.06% | -3.1% |
| Q3 2019 | $3,515,000 | -2.6% | 18,191 | -2.1% | 2.13% | -1.9% |
| Q2 2019 | $3,608,000 | +3.4% | 18,574 | +0.9% | 2.17% | -4.6% |
| Q1 2019 | $3,488,000 | +5.2% | 18,416 | -7.8% | 2.27% | -5.1% |
| Q4 2018 | $3,316,000 | – | 19,966 | – | 2.39% | – |
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% |