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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,565,237 | +32.9% | 5,648 | +19.6% | 0.91% | +21.7% |
Q3 2023 | $1,177,868 | -2.8% | 4,724 | +1.9% | 0.75% | -2.0% |
Q2 2023 | $1,212,418 | +9.5% | 4,637 | +4.8% | 0.76% | +3.0% |
Q1 2023 | $1,107,009 | +8.1% | 4,425 | +4.5% | 0.74% | +2.6% |
Q4 2022 | $1,024,039 | +25.0% | 4,233 | +13.2% | 0.72% | +21.9% |
Q3 2022 | $819,000 | -3.8% | 3,738 | -0.6% | 0.59% | +8.0% |
Q2 2022 | $851,000 | -69.9% | 3,762 | -64.3% | 0.55% | -65.9% |
Q1 2022 | $2,827,000 | -9.6% | 10,534 | -4.7% | 1.61% | +3.1% |
Q4 2021 | $3,128,000 | +14.2% | 11,048 | +6.2% | 1.56% | +1.8% |
Q3 2021 | $2,738,000 | +6.0% | 10,406 | +8.2% | 1.54% | +3.8% |
Q2 2021 | $2,583,000 | +48.8% | 9,613 | +44.1% | 1.48% | +37.5% |
Q1 2021 | $1,736,000 | +61.6% | 6,672 | +42.7% | 1.08% | +54.6% |
Q4 2020 | $1,074,000 | +10.0% | 4,674 | -11.3% | 0.70% | -2.7% |
Q3 2020 | $976,000 | -54.0% | 5,267 | -55.9% | 0.72% | -63.0% |
Q2 2020 | $2,121,000 | +23.5% | 11,931 | -0.1% | 1.93% | -0.8% |
Q1 2020 | $1,718,000 | – | 11,944 | – | 1.95% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |