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 | $1,278,597 | -1.5% | 5,128 | +3.3% | 0.62% | -0.8% |
Q2 2023 | $1,297,844 | +5.1% | 4,963 | +0.5% | 0.62% | -4.0% |
Q1 2023 | $1,235,141 | +5.6% | 4,937 | +2.0% | 0.65% | -4.1% |
Q4 2022 | $1,170,174 | +7.4% | 4,838 | -2.7% | 0.68% | +9.9% |
Q3 2022 | $1,090,000 | -0.9% | 4,971 | +2.2% | 0.62% | +3.5% |
Q2 2022 | $1,100,000 | -14.3% | 4,864 | +1.7% | 0.59% | +11.0% |
Q1 2022 | $1,283,000 | -4.0% | 4,782 | +1.3% | 0.54% | -0.7% |
Q4 2021 | $1,337,000 | +11.2% | 4,722 | +3.4% | 0.54% | +2.3% |
Q3 2021 | $1,202,000 | -5.0% | 4,567 | -3.0% | 0.53% | -8.7% |
Q2 2021 | $1,265,000 | +7.1% | 4,707 | +3.7% | 0.58% | -1.9% |
Q1 2021 | $1,181,000 | +8.8% | 4,537 | -4.0% | 0.59% | -0.5% |
Q4 2020 | $1,085,000 | +27.6% | 4,724 | +2.9% | 0.59% | +11.1% |
Q3 2020 | $850,000 | +5.6% | 4,590 | +1.3% | 0.53% | -14.1% |
Q2 2020 | $805,000 | +20.9% | 4,529 | -2.3% | 0.62% | -6.6% |
Q1 2020 | $666,000 | -31.6% | 4,636 | -2.1% | 0.66% | -19.6% |
Q4 2019 | $974,000 | +7.4% | 4,736 | +0.9% | 0.82% | +0.4% |
Q3 2019 | $907,000 | +0.1% | 4,695 | +0.6% | 0.82% | -4.9% |
Q2 2019 | $906,000 | +2.0% | 4,667 | -0.5% | 0.86% | -3.6% |
Q1 2019 | $888,000 | +13.3% | 4,692 | -0.0% | 0.90% | +2.3% |
Q4 2018 | $784,000 | – | 4,694 | – | 0.88% | – |
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% |