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 | $7,348,095 | -58.5% | 29,469 | -56.5% | 0.17% | -56.9% |
| Q2 2023 | $17,720,238 | -4.5% | 67,769 | -8.6% | 0.39% | -16.4% |
| Q1 2023 | $18,554,117 | +109525.5% | 74,169 | +6.0% | 0.47% | +1.1% |
| Q4 2022 | $16,925 | -99.9% | 69,969 | +9.2% | 0.46% | +12.9% |
| Q3 2022 | $14,048,000 | -39.3% | 64,069 | -34.5% | 0.41% | -33.6% |
| Q2 2022 | $23,159,000 | +15.3% | 97,769 | +31.1% | 0.62% | +30.0% |
| Q1 2022 | $20,087,000 | +7.4% | 74,569 | +12.9% | 0.48% | +16.1% |
| Q4 2021 | $18,703,000 | +22.0% | 66,069 | +13.4% | 0.41% | +10.8% |
| Q3 2021 | $15,329,000 | +61.3% | 58,269 | +64.7% | 0.37% | +60.2% |
| Q2 2021 | $9,505,000 | -0.9% | 35,369 | -4.1% | 0.23% | -7.6% |
| Q1 2021 | $9,596,000 | -23.6% | 36,869 | -32.6% | 0.25% | -31.3% |
| Q4 2020 | $12,565,000 | +31.2% | 54,669 | +5.8% | 0.36% | -17.5% |
| Q3 2020 | $9,575,000 | +8.2% | 51,669 | +3.8% | 0.44% | -16.5% |
| Q2 2020 | $8,850,000 | -46.5% | 49,769 | -56.7% | 0.53% | -56.1% |
| Q1 2020 | $16,539,000 | -27.5% | 114,969 | +3.7% | 1.20% | +6.4% |
| Q4 2019 | $22,809,000 | +41.3% | 110,819 | +32.7% | 1.13% | +33.1% |
| Q3 2019 | $16,138,000 | +26.8% | 83,519 | +28.5% | 0.85% | +32.9% |
| Q2 2019 | $12,731,000 | -6.9% | 65,019 | -10.0% | 0.64% | -6.4% |
| Q1 2019 | $13,678,000 | +26.1% | 72,219 | +10.6% | 0.68% | +11.1% |
| Q4 2018 | $10,847,000 | -16.9% | 65,319 | +0.8% | 0.62% | +10.0% |
| Q3 2018 | $13,047,000 | -8.5% | 64,819 | -11.5% | 0.56% | -13.1% |
| Q2 2018 | $14,262,000 | +8.6% | 73,219 | +4.6% | 0.64% | +7.2% |
| Q1 2018 | $13,133,000 | -17.2% | 70,019 | -16.3% | 0.60% | -16.8% |
| Q4 2017 | $15,869,000 | +120.6% | 83,619 | +107.9% | 0.72% | +113.3% |
| Q3 2017 | $7,195,000 | -45.0% | 40,219 | -46.5% | 0.34% | -47.4% |
| Q2 2017 | $13,084,000 | 0.0% | 75,219 | -1.6% | 0.64% | -2.9% |
| Q1 2017 | $13,084,000 | +7.5% | 76,419 | +3.8% | 0.66% | +5.3% |
| Q4 2016 | $12,172,000 | +14.2% | 73,619 | +6.8% | 0.63% | +11.9% |
| Q3 2016 | $10,662,000 | -23.1% | 68,919 | -25.7% | 0.56% | -23.0% |
| Q2 2016 | $13,866,000 | +0.6% | 92,819 | -2.9% | 0.73% | +1.7% |
| Q1 2016 | $13,787,000 | +16.8% | 95,619 | +12.9% | 0.72% | +19.9% |
| Q4 2015 | $11,803,000 | +10.7% | 84,719 | +8.6% | 0.60% | +8.5% |
| Q3 2015 | $10,658,000 | -3.6% | 78,019 | +5.8% | 0.55% | +4.6% |
| Q2 2015 | $11,056,000 | -29.0% | 73,719 | -28.1% | 0.53% | -29.0% |
| Q1 2015 | $15,581,000 | +26.1% | 102,519 | +20.2% | 0.74% | +30.6% |
| Q4 2014 | $12,354,000 | +33.2% | 85,319 | +25.8% | 0.57% | +27.9% |
| Q3 2014 | $9,274,000 | -48.8% | 67,819 | -46.5% | 0.44% | -47.1% |
| Q2 2014 | $18,123,000 | +57.0% | 126,662 | +50.9% | 0.84% | +52.5% |
| Q1 2014 | $11,542,000 | -26.5% | 83,962 | -28.5% | 0.55% | -26.3% |
| Q4 2013 | $15,704,000 | – | 117,362 | – | 0.75% | – |
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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% |