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 | $582,309 | -2.0% | 2,227 | -2.0% | 0.13% | +3.1% |
| Q2 2023 | $594,022 | +4.9% | 2,272 | +0.4% | 0.13% | -5.8% |
| Q1 2023 | $566,484 | -28.2% | 2,264 | -30.6% | 0.14% | -28.1% |
| Q4 2022 | $789,177 | +9.9% | 3,263 | -0.4% | 0.19% | +2.1% |
| Q3 2022 | $718,000 | -3.9% | 3,277 | +0.5% | 0.19% | +2.7% |
| Q2 2022 | $747,000 | -27.5% | 3,261 | -15.0% | 0.18% | -10.7% |
| Q1 2022 | $1,030,000 | -0.9% | 3,838 | +4.6% | 0.20% | -10.5% |
| Q4 2021 | $1,039,000 | +5.3% | 3,669 | -2.2% | 0.23% | -1.7% |
| Q3 2021 | $987,000 | -1.4% | 3,753 | +0.7% | 0.23% | -1.7% |
| Q2 2021 | $1,001,000 | -5.7% | 3,727 | -8.6% | 0.24% | -15.1% |
| Q1 2021 | $1,062,000 | +119.4% | 4,078 | +93.5% | 0.28% | +103.6% |
| Q4 2020 | $484,000 | -5.1% | 2,108 | -23.3% | 0.14% | -19.9% |
| Q3 2020 | $510,000 | +8.3% | 2,750 | +3.8% | 0.17% | +10.3% |
| Q2 2020 | $471,000 | +75.7% | 2,650 | +42.2% | 0.16% | +34.8% |
| Q1 2020 | $268,000 | -78.8% | 1,863 | -70.4% | 0.12% | -66.8% |
| Q4 2019 | $1,266,000 | -13.3% | 6,303 | -16.5% | 0.35% | -12.6% |
| Q3 2019 | $1,460,000 | -15.5% | 7,553 | -14.9% | 0.40% | -17.3% |
| Q2 2019 | $1,727,000 | +20.3% | 8,874 | +17.2% | 0.48% | -26.8% |
| Q1 2019 | $1,435,000 | – | 7,572 | – | 0.65% | – |
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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% |