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 | $821,320 | -4.6% | 3,291 | 0.0% | 0.34% | -7.8% |
| Q2 2023 | $860,531 | +4.5% | 3,291 | 0.0% | 0.37% | -4.6% |
| Q1 2023 | $823,277 | +3.4% | 3,291 | 0.0% | 0.39% | +2.4% |
| Q4 2022 | $796,060 | +11.2% | 3,291 | +0.7% | 0.38% | -6.2% |
| Q3 2022 | $716,000 | -3.1% | 3,267 | 0.0% | 0.41% | 0.0% |
| Q2 2022 | $739,000 | -15.7% | 3,267 | 0.0% | 0.41% | +3.8% |
| Q1 2022 | $877,000 | -5.2% | 3,267 | 0.0% | 0.39% | -17.5% |
| Q4 2021 | $925,000 | +31.8% | 3,267 | +22.5% | 0.47% | +9.0% |
| Q3 2021 | $702,000 | -2.1% | 2,668 | 0.0% | 0.44% | -2.5% |
| Q2 2021 | $717,000 | +3.3% | 2,668 | 0.0% | 0.45% | -2.2% |
| Q1 2021 | $694,000 | +13.2% | 2,668 | 0.0% | 0.46% | +24.9% |
| Q4 2020 | $613,000 | +1.3% | 2,668 | -18.3% | 0.36% | -3.2% |
| Q3 2020 | $605,000 | +27.6% | 3,267 | +22.5% | 0.38% | +3.9% |
| Q2 2020 | $474,000 | +23.4% | 2,668 | 0.0% | 0.36% | +1.1% |
| Q1 2020 | $384,000 | -30.1% | 2,668 | 0.0% | 0.36% | +26.0% |
| Q4 2019 | $549,000 | +6.4% | 2,668 | 0.0% | 0.28% | -17.9% |
| Q3 2019 | $516,000 | -0.4% | 2,668 | 0.0% | 0.35% | -26.2% |
| Q2 2019 | $518,000 | +2.6% | 2,668 | 0.0% | 0.47% | -14.1% |
| Q1 2019 | $505,000 | +14.0% | 2,668 | 0.0% | 0.55% | +15.6% |
| Q4 2018 | $443,000 | -17.5% | 2,668 | 0.0% | 0.47% | +12.6% |
| Q3 2018 | $537,000 | +3.3% | 2,668 | 0.0% | 0.42% | +2.2% |
| Q2 2018 | $520,000 | +4.0% | 2,668 | 0.0% | 0.41% | +2.5% |
| Q1 2018 | $500,000 | -1.2% | 2,668 | 0.0% | 0.40% | +7.8% |
| Q4 2017 | $506,000 | – | 2,668 | – | 0.37% | – |
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% |