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 | $1,151 | -6.7% | 4,613 | -2.1% | 0.00% | – |
| Q2 2023 | $1,233 | +4.5% | 4,713 | 0.0% | 0.00% | – |
| Q1 2023 | $1,180 | +3.5% | 4,713 | 0.0% | 0.00% | – |
| Q4 2022 | $1,140 | -99.9% | 4,713 | 0.0% | 0.00% | – |
| Q3 2022 | $1,034,000 | -3.0% | 4,713 | 0.0% | 0.00% | – |
| Q2 2022 | $1,066,000 | -15.7% | 4,713 | 0.0% | 0.00% | – |
| Q1 2022 | $1,265,000 | -5.2% | 4,713 | 0.0% | 0.00% | – |
| Q4 2021 | $1,334,000 | +4.3% | 4,713 | -3.1% | 0.00% | – |
| Q3 2021 | $1,279,000 | -2.1% | 4,863 | 0.0% | 0.00% | – |
| Q2 2021 | $1,307,000 | +3.2% | 4,863 | 0.0% | 0.00% | – |
| Q1 2021 | $1,266,000 | +13.2% | 4,863 | 0.0% | 0.00% | – |
| Q4 2020 | $1,118,000 | +189.6% | 4,863 | +133.3% | 0.00% | – |
| Q3 2020 | $386,000 | +66.4% | 2,084 | +59.7% | 0.00% | – |
| Q2 2020 | $232,000 | -16.8% | 1,305 | -3.7% | 0.00% | – |
| Q4 2019 | $279,000 | +6.5% | 1,355 | 0.0% | 0.00% | – |
| Q3 2019 | $262,000 | -0.4% | 1,355 | 0.0% | 0.00% | – |
| Q2 2019 | $263,000 | +2.3% | 1,355 | 0.0% | 0.00% | – |
| Q1 2019 | $257,000 | +14.2% | 1,355 | 0.0% | 0.00% | – |
| Q4 2018 | $225,000 | -17.6% | 1,355 | 0.0% | 0.00% | – |
| Q3 2018 | $273,000 | +3.4% | 1,355 | 0.0% | 0.00% | – |
| Q2 2018 | $264,000 | +3.9% | 1,355 | 0.0% | 0.00% | – |
| Q1 2018 | $254,000 | -8.0% | 1,355 | -6.9% | 0.00% | – |
| Q4 2017 | $276,000 | +6.2% | 1,455 | 0.0% | 0.00% | – |
| Q3 2017 | $260,000 | +2.8% | 1,455 | 0.0% | 0.00% | – |
| Q2 2017 | $253,000 | +1.6% | 1,455 | 0.0% | 0.00% | – |
| Q1 2017 | $249,000 | -0.8% | 1,455 | -4.0% | 0.00% | – |
| Q4 2016 | $251,000 | +6.8% | 1,516 | 0.0% | 0.00% | – |
| Q3 2016 | $235,000 | +4.0% | 1,516 | 0.0% | 0.00% | – |
| Q2 2016 | $226,000 | +3.2% | 1,516 | 0.0% | 0.00% | – |
| Q1 2016 | $219,000 | +3.8% | 1,516 | 0.0% | 0.00% | – |
| Q4 2015 | $211,000 | +1.9% | 1,516 | 0.0% | 0.00% | – |
| Q3 2015 | $207,000 | -8.8% | 1,516 | 0.0% | 0.00% | – |
| Q2 2015 | $227,000 | -1.3% | 1,516 | 0.0% | 0.00% | – |
| Q1 2015 | $230,000 | +4.5% | 1,516 | 0.0% | 0.00% | – |
| Q4 2014 | $220,000 | +6.3% | 1,516 | 0.0% | 0.00% | – |
| Q3 2014 | $207,000 | – | 1,516 | – | 0.00% | – |
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% |