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 | $1,229,544 | +42.2% | 4,931 | +49.2% | 0.20% | +48.6% |
| Q2 2023 | $864,452 | -4.1% | 3,306 | -8.2% | 0.14% | -9.2% |
| Q1 2023 | $901,326 | -1.6% | 3,603 | -4.9% | 0.15% | -3.8% |
| Q4 2022 | $916,279 | +10.3% | 3,788 | 0.0% | 0.16% | +0.6% |
| Q3 2022 | $831,000 | +0.7% | 3,788 | +3.8% | 0.16% | +6.8% |
| Q2 2022 | $825,000 | -11.1% | 3,648 | +5.5% | 0.15% | +2.8% |
| Q1 2022 | $928,000 | -2.4% | 3,458 | +3.0% | 0.14% | +1.4% |
| Q4 2021 | $951,000 | +7.7% | 3,358 | 0.0% | 0.14% | -1.4% |
| Q3 2021 | $883,000 | -2.1% | 3,358 | 0.0% | 0.14% | -3.4% |
| Q2 2021 | $902,000 | +2.9% | 3,358 | -0.3% | 0.15% | -2.0% |
| Q1 2021 | $877,000 | +11.4% | 3,368 | -1.7% | 0.15% | +6.3% |
| Q4 2020 | $787,000 | +10.7% | 3,426 | -10.7% | 0.14% | +0.7% |
| Q3 2020 | $711,000 | +4.3% | 3,836 | 0.0% | 0.14% | -1.4% |
| Q2 2020 | $682,000 | +26.5% | 3,836 | +2.4% | 0.14% | +8.3% |
| Q1 2020 | $539,000 | -30.1% | 3,746 | 0.0% | 0.13% | -12.6% |
| Q4 2019 | $771,000 | +3.8% | 3,746 | -2.6% | 0.15% | +1.3% |
| Q3 2019 | $743,000 | -7.7% | 3,846 | -7.2% | 0.15% | -18.1% |
| Q2 2019 | $805,000 | -4.4% | 4,146 | -6.7% | 0.18% | -5.2% |
| Q1 2019 | $842,000 | +14.9% | 4,446 | +0.7% | 0.19% | +3.8% |
| Q4 2018 | $733,000 | -17.5% | 4,416 | 0.0% | 0.18% | -2.6% |
| Q3 2018 | $889,000 | -1.1% | 4,416 | -4.3% | 0.19% | -7.3% |
| Q2 2018 | $899,000 | +3.8% | 4,616 | 0.0% | 0.20% | +1.0% |
| Q1 2018 | $866,000 | -1.1% | 4,616 | 0.0% | 0.20% | +2.5% |
| Q4 2017 | $876,000 | +6.1% | 4,616 | 0.0% | 0.20% | +0.5% |
| Q3 2017 | $826,000 | -14.2% | 4,616 | -16.6% | 0.20% | -14.3% |
| Q2 2017 | $963,000 | +1.6% | 5,536 | 0.0% | 0.23% | -0.9% |
| Q1 2017 | $948,000 | +2.8% | 5,536 | -0.7% | 0.23% | +4.0% |
| Q4 2016 | $922,000 | +11.4% | 5,576 | +4.2% | 0.22% | +10.4% |
| Q3 2016 | $828,000 | – | 5,350 | – | 0.20% | – |
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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% |