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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,152,056 | +5.5% | 25,433 | -4.4% | 0.12% | +0.8% |
| Q3 2022 | $5,831,000 | -46.4% | 26,594 | -44.7% | 0.12% | -41.3% |
| Q2 2022 | $10,887,000 | -50.0% | 48,124 | -40.7% | 0.21% | -38.5% |
| Q1 2022 | $21,769,000 | +43.2% | 81,126 | +51.0% | 0.34% | +51.6% |
| Q4 2021 | $15,204,000 | +94.1% | 53,710 | +84.2% | 0.22% | +78.2% |
| Q3 2021 | $7,834,000 | 0.0% | 29,153 | 0.0% | 0.12% | +19.2% |
| Q2 2021 | $7,834,000 | -19.5% | 29,153 | -22.0% | 0.10% | -28.8% |
| Q1 2021 | $9,728,000 | +3970.3% | 37,377 | +3497.4% | 0.15% | +3550.0% |
| Q4 2020 | $239,000 | -95.6% | 1,039 | -96.5% | 0.00% | -95.7% |
| Q3 2020 | $5,492,000 | +2308.8% | 29,633 | +2211.5% | 0.09% | +840.0% |
| Q2 2020 | $228,000 | -40.9% | 1,282 | -31.6% | 0.01% | -23.1% |
| Q4 2019 | $386,000 | -11.7% | 1,873 | -17.2% | 0.01% | -13.3% |
| Q3 2019 | $437,000 | -75.2% | 2,261 | -75.1% | 0.02% | -72.7% |
| Q2 2019 | $1,762,000 | +66.9% | 9,071 | +62.7% | 0.06% | +61.8% |
| Q1 2019 | $1,056,000 | +1.7% | 5,575 | -10.8% | 0.03% | -5.6% |
| Q4 2018 | $1,038,000 | +18.0% | 6,251 | +43.0% | 0.04% | +33.3% |
| Q3 2018 | $880,000 | +115.7% | 4,372 | +108.7% | 0.03% | +107.7% |
| Q2 2018 | $408,000 | +14.6% | 2,095 | +10.4% | 0.01% | +18.2% |
| Q1 2018 | $356,000 | -11.0% | 1,897 | -10.0% | 0.01% | -15.4% |
| Q4 2017 | $400,000 | +12.0% | 2,108 | +5.6% | 0.01% | 0.0% |
| Q3 2017 | $357,000 | +8.2% | 1,996 | +5.2% | 0.01% | 0.0% |
| Q2 2017 | $330,000 | +137.4% | 1,898 | +133.2% | 0.01% | +116.7% |
| Q1 2017 | $139,000 | +39.0% | 814 | +34.8% | 0.01% | +50.0% |
| Q4 2016 | $100,000 | +72.4% | 604 | +60.6% | 0.00% | +100.0% |
| Q3 2016 | $58,000 | +13.7% | 376 | +9.3% | 0.00% | 0.0% |
| Q2 2016 | $51,000 | -84.5% | 344 | -85.0% | 0.00% | -85.7% |
| Q1 2016 | $330,000 | +26.4% | 2,290 | +22.2% | 0.01% | +27.3% |
| Q4 2015 | $261,000 | -98.1% | 1,874 | -98.1% | 0.01% | -98.2% |
| Q3 2015 | $13,721,000 | -15.5% | 100,436 | -7.3% | 0.60% | -4.6% |
| Q2 2015 | $16,247,000 | +4.0% | 108,327 | +5.4% | 0.63% | +6.5% |
| Q1 2015 | $15,627,000 | +5.0% | 102,824 | +0.0% | 0.59% | +4.1% |
| Q4 2014 | $14,882,000 | -21.6% | 102,773 | -26.0% | 0.57% | -21.6% |
| Q3 2014 | $18,985,000 | -1.6% | 138,839 | +3.0% | 0.72% | +0.7% |
| Q2 2014 | $19,295,000 | +3.3% | 134,853 | -0.8% | 0.72% | -0.4% |
| Q1 2014 | $18,682,000 | +7.4% | 135,897 | +4.6% | 0.72% | +7.3% |
| Q4 2013 | $17,391,000 | +22.7% | 129,969 | +13.8% | 0.67% | +17.3% |
| Q3 2013 | $14,179,000 | +19.3% | 114,220 | +11.0% | 0.57% | +14.4% |
| Q2 2013 | $11,885,000 | – | 102,899 | – | 0.50% | – |
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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% |