ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,406,085 | -3.3% | 5,639 | +1.4% | 0.29% | +4.3% |
| Q2 2023 | $1,454,613 | +3.8% | 5,563 | -0.7% | 0.28% | 0.0% |
| Q1 2023 | $1,401,396 | +7.5% | 5,602 | +4.0% | 0.28% | -6.6% |
| Q4 2022 | $1,303,303 | +12.8% | 5,388 | +2.3% | 0.30% | +12.7% |
| Q3 2022 | $1,155,000 | -2.0% | 5,267 | +1.2% | 0.27% | +2.7% |
| Q2 2022 | $1,178,000 | -14.1% | 5,207 | +1.8% | 0.26% | -1.5% |
| Q1 2022 | $1,372,000 | +5.4% | 5,114 | +11.2% | 0.26% | +3.9% |
| Q4 2021 | $1,302,000 | +9.5% | 4,600 | +1.8% | 0.26% | +3.2% |
| Q3 2021 | $1,189,000 | +1.7% | 4,520 | +3.9% | 0.25% | -26.3% |
| Q2 2021 | $1,169,000 | +6.2% | 4,350 | +2.8% | 0.34% | +19.6% |
| Q1 2021 | $1,101,000 | +10.8% | 4,230 | -2.2% | 0.28% | +2.9% |
| Q4 2020 | $994,000 | +27.1% | 4,323 | +2.4% | 0.27% | -8.7% |
| Q3 2020 | $782,000 | +52.4% | 4,220 | +46.3% | 0.30% | +43.3% |
| Q2 2020 | $513,000 | +27.3% | 2,884 | +2.9% | 0.21% | +25.3% |
| Q1 2020 | $403,000 | -25.2% | 2,803 | +7.0% | 0.17% | -9.8% |
| Q4 2019 | $539,000 | +8.0% | 2,619 | +1.5% | 0.18% | -3.2% |
| Q3 2019 | $499,000 | +21.4% | 2,581 | +21.9% | 0.19% | +15.9% |
| Q2 2019 | $411,000 | +11.1% | 2,118 | +8.5% | 0.16% | +12.3% |
| Q1 2019 | $370,000 | +6.6% | 1,952 | -6.5% | 0.15% | -24.4% |
| Q4 2018 | $347,000 | -17.4% | 2,088 | 0.0% | 0.19% | -1.0% |
| Q3 2018 | $420,000 | +14.8% | 2,088 | +11.1% | 0.20% | +2.6% |
| Q2 2018 | $366,000 | -7.6% | 1,879 | -10.9% | 0.19% | -9.1% |
| Q1 2018 | $396,000 | -1.0% | 2,109 | 0.0% | 0.21% | +57.1% |
| Q4 2017 | $400,000 | -51.3% | 2,109 | -54.0% | 0.13% | -52.8% |
| Q3 2017 | $821,000 | +6.1% | 4,587 | +3.1% | 0.28% | +4.1% |
| Q2 2017 | $774,000 | +6.5% | 4,451 | +4.9% | 0.27% | +4.6% |
| Q1 2017 | $727,000 | +3.6% | 4,244 | 0.0% | 0.26% | -0.8% |
| Q4 2016 | $702,000 | +6.8% | 4,244 | 0.0% | 0.26% | -8.4% |
| Q3 2016 | $657,000 | +3.6% | 4,244 | 0.0% | 0.28% | +0.4% |
| Q2 2016 | $634,000 | +3.6% | 4,244 | 0.0% | 0.28% | -35.6% |
| Q1 2016 | $612,000 | +3.6% | 4,244 | 0.0% | 0.44% | +5.5% |
| Q4 2015 | $591,000 | +1.9% | 4,244 | 0.0% | 0.42% | +42.7% |
| Q3 2015 | $580,000 | -15.0% | 4,244 | -6.6% | 0.29% | -33.7% |
| Q2 2015 | $682,000 | -1.3% | 4,544 | 0.0% | 0.44% | -9.2% |
| Q1 2015 | $691,000 | +5.0% | 4,544 | 0.0% | 0.49% | +10.9% |
| Q4 2014 | $658,000 | +6.0% | 4,544 | 0.0% | 0.44% | +1.6% |
| Q3 2014 | $621,000 | -4.5% | 4,544 | 0.0% | 0.43% | -4.0% |
| Q2 2014 | $650,000 | +4.0% | 4,544 | 0.0% | 0.45% | -11.1% |
| Q1 2014 | $625,000 | +1.3% | 4,544 | -1.4% | 0.51% | -1.6% |
| Q4 2013 | $617,000 | +9.4% | 4,609 | +1.4% | 0.51% | +6.9% |
| Q3 2013 | $564,000 | +7.4% | 4,544 | 0.0% | 0.48% | +2.8% |
| Q2 2013 | $525,000 | – | 4,544 | – | 0.47% | – |
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% |