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 | $281,516 | -4.6% | 1,129 | 0.0% | 0.09% | +2.4% |
| Q2 2023 | $295,211 | +4.5% | 1,129 | 0.0% | 0.08% | -8.7% |
| Q1 2023 | $282,431 | +23.7% | 1,129 | +19.6% | 0.09% | +16.5% |
| Q4 2022 | $228,344 | +11.9% | 944 | +1.5% | 0.08% | +36.2% |
| Q3 2022 | $204,000 | -2.9% | 930 | 0.0% | 0.06% | +5.5% |
| Q2 2022 | $210,000 | -16.0% | 930 | 0.0% | 0.06% | +1.9% |
| Q1 2022 | $250,000 | -4.9% | 930 | 0.0% | 0.05% | -6.9% |
| Q4 2021 | $263,000 | +7.3% | 930 | 0.0% | 0.06% | -7.9% |
| Q3 2021 | $245,000 | -2.0% | 930 | 0.0% | 0.06% | -4.5% |
| Q2 2021 | $250,000 | +3.3% | 930 | 0.0% | 0.07% | -1.5% |
| Q1 2021 | $242,000 | +13.1% | 930 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $214,000 | +7.0% | 930 | -4.5% | 0.07% | -10.8% |
| Q4 2019 | $200,000 | -8.3% | 974 | -15.3% | 0.07% | -17.8% |
| Q1 2019 | $218,000 | -5.6% | 1,150 | 0.0% | 0.09% | -3.2% |
| Q3 2018 | $231,000 | +3.1% | 1,150 | 0.0% | 0.09% | -1.1% |
| Q2 2018 | $224,000 | +3.7% | 1,150 | 0.0% | 0.09% | +2.2% |
| Q1 2018 | $216,000 | -4.0% | 1,150 | -2.9% | 0.09% | -5.2% |
| Q4 2017 | $225,000 | +6.1% | 1,184 | 0.0% | 0.10% | +3.2% |
| Q3 2017 | $212,000 | +2.9% | 1,184 | 0.0% | 0.09% | -3.1% |
| Q2 2017 | $206,000 | +1.5% | 1,184 | 0.0% | 0.10% | -9.3% |
| Q1 2017 | $203,000 | – | 1,184 | – | 0.11% | – |
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% |