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 | $36,753,145 | -1.5% | 147,396 | +3.3% | 15.90% | -0.8% |
Q2 2023 | $37,316,022 | +6.6% | 142,711 | +2.0% | 16.04% | +1.5% |
Q1 2023 | $35,010,345 | +4.7% | 139,952 | +1.2% | 15.80% | -0.8% |
Q4 2022 | $33,444,344 | +12.1% | 138,263 | +1.6% | 15.94% | +0.7% |
Q3 2022 | $29,847,000 | -1.2% | 136,126 | +1.9% | 15.82% | +2.5% |
Q2 2022 | $30,208,000 | -13.7% | 133,530 | +2.4% | 15.44% | -2.8% |
Q1 2022 | $34,991,000 | -2.7% | 130,398 | +2.6% | 15.89% | +0.1% |
Q4 2021 | $35,968,000 | +3.0% | 127,060 | +1.4% | 15.87% | +0.3% |
Q3 2021 | $34,917,000 | +10.2% | 125,307 | +6.3% | 15.83% | -1.7% |
Q2 2021 | $31,692,000 | +4.7% | 117,934 | +1.4% | 16.11% | -2.2% |
Q1 2021 | $30,278,000 | +11.9% | 116,329 | -1.2% | 16.48% | +1.7% |
Q4 2020 | $27,054,000 | +22.3% | 117,712 | -1.4% | 16.20% | +5.3% |
Q3 2020 | $22,130,000 | +5.7% | 119,419 | +1.4% | 15.39% | -2.6% |
Q2 2020 | $20,939,000 | +21.4% | 117,752 | -1.7% | 15.80% | +1.4% |
Q1 2020 | $17,241,000 | -16.8% | 119,844 | +19.1% | 15.58% | -0.7% |
Q4 2019 | $20,712,000 | – | 100,630 | – | 15.70% | – |
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% |