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 | $1,465,939 | +1.3% | 5,879 | +6.2% | 0.18% | +3.4% |
| Q2 2023 | $1,447,041 | +4.6% | 5,534 | +0.1% | 0.17% | +0.6% |
| Q1 2023 | $1,382,902 | -1.3% | 5,528 | -4.6% | 0.17% | -1.1% |
| Q4 2022 | $1,401,407 | +11.7% | 5,794 | +1.3% | 0.18% | +7.4% |
| Q3 2022 | $1,255,000 | -8.1% | 5,722 | -5.2% | 0.16% | -8.4% |
| Q2 2022 | $1,366,000 | -14.5% | 6,037 | +1.4% | 0.18% | 0.0% |
| Q1 2022 | $1,597,000 | -3.4% | 5,951 | +1.9% | 0.18% | +0.6% |
| Q4 2021 | $1,653,000 | +5.2% | 5,840 | -2.2% | 0.18% | +6.0% |
| Q3 2021 | $1,571,000 | -2.3% | 5,970 | -0.2% | 0.17% | -6.2% |
| Q2 2021 | $1,608,000 | +2.9% | 5,983 | -0.3% | 0.18% | -3.8% |
| Q1 2021 | $1,562,000 | +7.2% | 6,001 | -5.3% | 0.18% | +0.5% |
| Q4 2020 | $1,457,000 | -4.6% | 6,339 | -23.1% | 0.18% | -17.1% |
| Q3 2020 | $1,528,000 | -1.5% | 8,245 | -5.5% | 0.22% | -7.5% |
| Q2 2020 | $1,552,000 | +20.1% | 8,728 | -2.8% | 0.24% | +0.4% |
| Q1 2020 | $1,292,000 | -31.8% | 8,980 | -2.4% | 0.24% | -13.7% |
| Q4 2019 | $1,894,000 | +4.6% | 9,202 | -1.8% | 0.28% | -1.4% |
| Q3 2019 | $1,810,000 | -1.0% | 9,367 | -0.5% | 0.28% | -1.1% |
| Q2 2019 | $1,829,000 | -0.3% | 9,416 | -2.8% | 0.28% | -5.0% |
| Q1 2019 | $1,834,000 | +15.5% | 9,683 | +1.3% | 0.30% | +3.1% |
| Q4 2018 | $1,588,000 | -18.5% | 9,561 | -1.3% | 0.29% | -18.5% |
| Q3 2018 | $1,949,000 | -4.8% | 9,683 | -7.9% | 0.36% | -9.6% |
| Q2 2018 | $2,047,000 | -0.5% | 10,508 | -4.2% | 0.39% | -11.7% |
| Q1 2018 | $2,057,000 | -4.4% | 10,968 | -3.3% | 0.45% | +2.1% |
| Q4 2017 | $2,152,000 | +3.0% | 11,339 | -2.9% | 0.44% | +4.0% |
| Q3 2017 | $2,089,000 | +2.0% | 11,677 | -0.8% | 0.42% | -2.6% |
| Q2 2017 | $2,048,000 | +0.1% | 11,776 | -1.4% | 0.43% | -2.0% |
| Q1 2017 | $2,046,000 | +1.7% | 11,948 | -1.8% | 0.44% | -1.8% |
| Q4 2016 | $2,012,000 | +4.0% | 12,166 | -2.7% | 0.45% | -0.9% |
| Q3 2016 | $1,935,000 | +5.9% | 12,508 | +2.2% | 0.45% | +3.4% |
| Q2 2016 | $1,828,000 | +3.1% | 12,237 | -0.5% | 0.44% | +1.9% |
| Q1 2016 | $1,773,000 | +5.9% | 12,298 | +2.3% | 0.43% | +4.9% |
| Q4 2015 | $1,675,000 | +2.3% | 12,024 | +0.3% | 0.41% | -4.4% |
| Q3 2015 | $1,637,000 | -7.8% | 11,983 | +1.2% | 0.43% | +0.5% |
| Q2 2015 | $1,776,000 | -3.1% | 11,841 | -1.8% | 0.43% | -2.1% |
| Q1 2015 | $1,832,000 | +5.0% | 12,054 | +0.0% | 0.44% | -8.2% |
| Q4 2014 | $1,745,000 | +0.3% | 12,050 | -5.3% | 0.47% | -2.1% |
| Q3 2014 | $1,739,000 | -2.7% | 12,720 | +1.8% | 0.48% | -3.8% |
| Q2 2014 | $1,788,000 | +46.9% | 12,498 | +41.2% | 0.50% | +35.9% |
| Q1 2014 | $1,217,000 | +3.6% | 8,851 | +0.8% | 0.37% | -0.5% |
| Q4 2013 | $1,175,000 | +7.9% | 8,781 | +0.1% | 0.37% | -0.8% |
| Q3 2013 | $1,089,000 | +5.1% | 8,772 | -2.2% | 0.38% | -4.1% |
| Q2 2013 | $1,036,000 | – | 8,973 | – | 0.39% | – |
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% |