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 2021 | $228,000 | +46.2% | 865 | +49.1% | 0.03% | +45.0% |
| Q2 2021 | $156,000 | +3.3% | 580 | 0.0% | 0.02% | +66.7% |
| Q1 2021 | $151,000 | +13.5% | 580 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $133,000 | +24.3% | 580 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $107,000 | -20.7% | 580 | -23.5% | 0.01% | -28.6% |
| Q2 2020 | $135,000 | -11.8% | 758 | -28.8% | 0.01% | -22.2% |
| Q1 2020 | $153,000 | -44.0% | 1,064 | -19.7% | 0.02% | -30.8% |
| Q4 2019 | $273,000 | +78.4% | 1,325 | +67.3% | 0.03% | +62.5% |
| Q3 2019 | $153,000 | -0.6% | 792 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $154,000 | +2.7% | 792 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $150,000 | +13.6% | 792 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $132,000 | -17.0% | 792 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $159,000 | -17.6% | 792 | -20.2% | 0.02% | -26.7% |
| Q2 2018 | $193,000 | -99.9% | 992 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $186,069,000 | +48.3% | 992 | +50.1% | 0.03% | +50.0% |
| Q4 2017 | $125,445,000 | +1962.2% | 661 | +1844.1% | 0.02% | +1900.0% |
| Q3 2017 | $6,083,000 | +2.9% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,914,000 | -96.9% | 34 | -97.4% | 0.00% | -97.8% |
| Q1 2016 | $190,007,000 | – | 1,296 | – | 0.05% | – |
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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% |