ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,016 | -4.6% | 2,667 | 0.0% | 0.29% | +4.7% |
| Q2 2023 | $697,367 | +4.5% | 2,667 | 0.0% | 0.28% | +2.2% |
| Q1 2023 | $667,177 | +3.4% | 2,667 | 0.0% | 0.27% | +1.9% |
| Q4 2022 | $645,121 | -0.8% | 2,667 | -10.0% | 0.27% | -9.8% |
| Q3 2022 | $650,000 | -3.0% | 2,963 | 0.0% | 0.30% | +3.5% |
| Q2 2022 | $670,000 | -42.6% | 2,963 | -31.9% | 0.29% | -33.0% |
| Q1 2022 | $1,167,000 | -5.2% | 4,348 | 0.0% | 0.43% | +4.1% |
| Q4 2021 | $1,231,000 | +7.6% | 4,348 | 0.0% | 0.41% | -3.1% |
| Q3 2021 | $1,144,000 | -2.1% | 4,348 | 0.0% | 0.42% | -10.4% |
| Q2 2021 | $1,168,000 | +3.2% | 4,348 | 0.0% | 0.47% | -4.6% |
| Q1 2021 | $1,132,000 | +13.3% | 4,348 | 0.0% | 0.50% | +4.0% |
| Q4 2020 | $999,000 | +28.4% | 4,348 | +3.5% | 0.48% | +10.7% |
| Q3 2020 | $778,000 | +5.4% | 4,200 | +1.2% | 0.43% | -14.2% |
| Q2 2020 | $738,000 | +62.2% | 4,149 | +31.0% | 0.50% | +34.7% |
| Q1 2020 | $455,000 | -32.8% | 3,166 | -3.8% | 0.37% | -16.4% |
| Q4 2019 | $677,000 | +7.3% | 3,291 | +0.7% | 0.44% | +0.7% |
| Q3 2019 | $631,000 | -0.6% | 3,268 | 0.0% | 0.44% | +2.1% |
| Q2 2019 | $635,000 | +2.9% | 3,268 | +0.3% | 0.43% | +11.0% |
| Q1 2019 | $617,000 | +13.8% | 3,259 | -0.1% | 0.39% | -1.5% |
| Q4 2018 | $542,000 | -37.6% | 3,263 | -24.4% | 0.40% | -20.3% |
| Q3 2018 | $869,000 | -3.3% | 4,318 | -6.5% | 0.50% | -3.7% |
| Q2 2018 | $899,000 | +3.8% | 4,617 | 0.0% | 0.52% | +20.0% |
| Q1 2018 | $866,000 | -0.2% | 4,617 | +1.0% | 0.43% | +2.6% |
| Q4 2017 | $868,000 | +4.0% | 4,572 | -2.0% | 0.42% | +1.5% |
| Q3 2017 | $835,000 | +2.8% | 4,667 | 0.0% | 0.41% | -0.5% |
| Q2 2017 | $812,000 | +51.8% | 4,667 | +49.5% | 0.42% | +54.9% |
| Q1 2017 | $535,000 | +3.7% | 3,122 | 0.0% | 0.27% | -1.8% |
| Q4 2016 | $516,000 | – | 3,122 | – | 0.27% | – |
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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% |