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 | $2,975,988 | -4.7% | 11,935 | -0.1% | 0.33% | -0.3% |
| Q2 2023 | $3,123,374 | +4.9% | 11,945 | +0.3% | 0.33% | -2.7% |
| Q1 2023 | $2,977,825 | -0.5% | 11,904 | -3.8% | 0.34% | -7.4% |
| Q4 2022 | $2,992,665 | +11.3% | 12,372 | +0.9% | 0.36% | +5.8% |
| Q3 2022 | $2,688,000 | -4.3% | 12,261 | -1.3% | 0.34% | +3.9% |
| Q2 2022 | $2,810,000 | -4.4% | 12,422 | -0.0% | 0.33% | -4.0% |
| Q1 2022 | $2,938,000 | -67.5% | 12,426 | -61.1% | 0.35% | -59.5% |
| Q4 2021 | $9,046,000 | +16.6% | 31,955 | +8.4% | 0.86% | +3.6% |
| Q3 2021 | $7,757,000 | -24.4% | 29,487 | -26.2% | 0.82% | +16.4% |
| Q2 2021 | $10,264,000 | +58.5% | 39,943 | +60.5% | 0.71% | -7.1% |
| Q1 2021 | $6,476,000 | +133.7% | 24,881 | +106.3% | 0.76% | +94.1% |
| Q4 2020 | $2,771,000 | +299.9% | 12,059 | +222.6% | 0.39% | +207.0% |
| Q3 2020 | $693,000 | -14.4% | 3,738 | -18.0% | 0.13% | -28.1% |
| Q2 2020 | $810,000 | +25.2% | 4,558 | +1.4% | 0.18% | -22.3% |
| Q1 2020 | $647,000 | -83.7% | 4,496 | -76.7% | 0.23% | -73.2% |
| Q4 2019 | $3,965,000 | +22.8% | 19,262 | +15.3% | 0.86% | +11.0% |
| Q3 2019 | $3,228,000 | -11.4% | 16,704 | -10.9% | 0.77% | -9.2% |
| Q2 2019 | $3,643,000 | +12.7% | 18,751 | +9.9% | 0.85% | +18.2% |
| Q1 2019 | $3,233,000 | +15.2% | 17,067 | +1.0% | 0.72% | +2.4% |
| Q4 2018 | $2,807,000 | -64.8% | 16,905 | -57.4% | 0.70% | -58.4% |
| Q3 2018 | $7,981,000 | +4.7% | 39,652 | +1.3% | 1.69% | -0.5% |
| Q2 2018 | $7,626,000 | +5.6% | 39,154 | +1.7% | 1.70% | +4.7% |
| Q1 2018 | $7,221,000 | +80.5% | 38,499 | +82.7% | 1.62% | +21.6% |
| Q4 2017 | $4,000,000 | -31.6% | 21,075 | -35.5% | 1.33% | -3.4% |
| Q3 2017 | $5,846,000 | +52.2% | 32,678 | +48.0% | 1.38% | +6.0% |
| Q2 2017 | $3,841,000 | -26.3% | 22,079 | -27.5% | 1.30% | -1.9% |
| Q1 2017 | $5,214,000 | +200.3% | 30,453 | +144.4% | 1.32% | +135.3% |
| Q4 2015 | $1,736,000 | +0.5% | 12,460 | -1.4% | 0.56% | -12.6% |
| Q3 2015 | $1,727,000 | -52.5% | 12,643 | -47.9% | 0.64% | -41.0% |
| Q2 2015 | $3,637,000 | -0.8% | 24,248 | +0.5% | 1.09% | -1.6% |
| Q1 2015 | $3,666,000 | -10.4% | 24,123 | -14.6% | 1.11% | -19.2% |
| Q4 2014 | $4,090,000 | – | 28,245 | – | 1.37% | – |
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% |