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 | $440,851 | -30.0% | 1,768 | -26.6% | 0.05% | -29.3% |
| Q2 2023 | $630,167 | -30.6% | 2,410 | -33.6% | 0.08% | -39.5% |
| Q1 2023 | $908,581 | +2.1% | 3,632 | -1.3% | 0.12% | -3.9% |
| Q4 2022 | $890,155 | +9.8% | 3,680 | -0.5% | 0.13% | -7.2% |
| Q3 2022 | $811,000 | -5.1% | 3,698 | -2.2% | 0.14% | -2.8% |
| Q2 2022 | $855,000 | -15.8% | 3,781 | -0.1% | 0.14% | -24.7% |
| Q1 2022 | $1,015,000 | -31.1% | 3,783 | -27.3% | 0.19% | -21.2% |
| Q4 2021 | $1,473,000 | +14.3% | 5,202 | +6.2% | 0.24% | -15.7% |
| Q3 2021 | $1,289,000 | -4.7% | 4,899 | -2.6% | 0.29% | -12.8% |
| Q2 2021 | $1,352,000 | +3.7% | 5,030 | +0.4% | 0.33% | -8.1% |
| Q1 2021 | $1,304,000 | -4.3% | 5,009 | -15.5% | 0.36% | -15.2% |
| Q4 2020 | $1,362,000 | +36.9% | 5,925 | +10.4% | 0.42% | +20.3% |
| Q3 2020 | $995,000 | -6.5% | 5,368 | -10.3% | 0.35% | -17.6% |
| Q2 2020 | $1,064,000 | +11.8% | 5,982 | -9.6% | 0.42% | -2.5% |
| Q1 2020 | $952,000 | -32.3% | 6,616 | -3.1% | 0.44% | -11.0% |
| Q4 2019 | $1,406,000 | -54.5% | 6,831 | -57.2% | 0.49% | -45.5% |
| Q3 2019 | $3,087,000 | +0.9% | 15,977 | +1.5% | 0.90% | -4.2% |
| Q2 2019 | $3,059,000 | +1.6% | 15,748 | -0.9% | 0.94% | +0.8% |
| Q1 2019 | $3,010,000 | +16.7% | 15,894 | +2.3% | 0.93% | +3.8% |
| Q4 2018 | $2,580,000 | -14.1% | 15,534 | +4.1% | 0.90% | -8.2% |
| Q3 2018 | $3,004,000 | +2.5% | 14,926 | -0.8% | 0.98% | -34.2% |
| Q2 2018 | $2,930,000 | +3.2% | 15,043 | -0.6% | 1.48% | -3.8% |
| Q1 2018 | $2,840,000 | +0.7% | 15,140 | +1.9% | 1.54% | -1.3% |
| Q4 2017 | $2,821,000 | +3.3% | 14,864 | -2.7% | 1.56% | -3.8% |
| Q3 2017 | $2,732,000 | +19.5% | 15,271 | +16.2% | 1.62% | +13.6% |
| Q2 2017 | $2,286,000 | -0.1% | 13,140 | -1.7% | 1.43% | +3.6% |
| Q1 2017 | $2,288,000 | +3.5% | 13,365 | 0.0% | 1.38% | +0.1% |
| Q4 2016 | $2,210,000 | +6.4% | 13,365 | -0.5% | 1.38% | -1.7% |
| Q3 2016 | $2,078,000 | +9.0% | 13,429 | +5.3% | 1.40% | +1.5% |
| Q2 2016 | $1,906,000 | +9.8% | 12,758 | +6.0% | 1.38% | +3.3% |
| Q1 2016 | $1,736,000 | -10.7% | 12,038 | -13.7% | 1.34% | -8.3% |
| Q4 2015 | $1,943,000 | +6.2% | 13,949 | +4.2% | 1.46% | +1.2% |
| Q3 2015 | $1,829,000 | +1.8% | 13,385 | +11.7% | 1.44% | +12.1% |
| Q2 2015 | $1,797,000 | -1.3% | 11,980 | 0.0% | 1.28% | +1.3% |
| Q1 2015 | $1,821,000 | +12.7% | 11,980 | +7.4% | 1.27% | +6.7% |
| Q4 2014 | $1,616,000 | +5.9% | 11,158 | 0.0% | 1.19% | -10.9% |
| Q3 2014 | $1,526,000 | -1.9% | 11,158 | +2.6% | 1.33% | -4.3% |
| Q2 2014 | $1,556,000 | +2.6% | 10,872 | -1.5% | 1.39% | -15.6% |
| Q1 2014 | $1,517,000 | +4.3% | 11,033 | +1.5% | 1.65% | +101.8% |
| Q4 2013 | $1,455,000 | -12.5% | 10,872 | -18.8% | 0.82% | -19.6% |
| Q3 2013 | $1,663,000 | +380.6% | 13,395 | +346.8% | 1.02% | +297.3% |
| Q2 2013 | $346,000 | – | 2,998 | – | 0.26% | – |
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% |