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 | $446,835 | -7.5% | 1,792 | -3.0% | 0.06% | -6.3% |
Q2 2023 | $483,215 | +0.4% | 1,848 | -4.0% | 0.06% | -8.7% |
Q1 2023 | $481,308 | +26.9% | 1,924 | +22.6% | 0.07% | +11.3% |
Q4 2022 | $379,404 | +78.1% | 1,569 | +61.8% | 0.06% | +51.2% |
Q3 2022 | $213,000 | -8.6% | 970 | -5.7% | 0.04% | -4.7% |
Q2 2022 | $233,000 | -19.9% | 1,029 | -5.2% | 0.04% | -8.5% |
Q1 2022 | $291,000 | -9.9% | 1,086 | -4.9% | 0.05% | -6.0% |
Q4 2021 | $323,000 | +13.3% | 1,142 | +5.4% | 0.05% | +4.2% |
Q3 2021 | $285,000 | -1.7% | 1,083 | +0.4% | 0.05% | -5.9% |
Q2 2021 | $290,000 | -4.3% | 1,079 | -7.4% | 0.05% | -13.6% |
Q1 2021 | $303,000 | +13.5% | 1,165 | 0.0% | 0.06% | +5.4% |
Q4 2020 | $267,000 | +21.9% | 1,165 | -1.4% | 0.06% | +3.7% |
Q3 2020 | $219,000 | +4.8% | 1,181 | +0.3% | 0.05% | -6.9% |
Q2 2020 | $209,000 | -13.3% | 1,177 | +0.3% | 0.06% | -20.5% |
Q4 2019 | $241,000 | -5.1% | 1,173 | -10.7% | 0.07% | -15.1% |
Q3 2019 | $254,000 | -0.4% | 1,314 | 0.0% | 0.09% | -6.5% |
Q2 2019 | $255,000 | +2.4% | 1,314 | 0.0% | 0.09% | -3.2% |
Q1 2019 | $249,000 | +20.9% | 1,314 | +6.1% | 0.10% | +1.1% |
Q4 2018 | $206,000 | – | 1,239 | – | 0.09% | – |
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% |