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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,357,024 | +1.9% | 28,136 | -2.5% | 1.19% | -13.2% |
| Q1 2023 | $7,222,704 | -2.4% | 28,872 | -5.6% | 1.37% | -9.7% |
| Q4 2022 | $7,400,423 | +6.3% | 30,594 | -3.7% | 1.52% | -3.9% |
| Q3 2022 | $6,964,000 | -0.9% | 31,760 | +2.2% | 1.58% | +3.6% |
| Q2 2022 | $7,028,000 | -15.7% | 31,066 | +0.0% | 1.53% | -3.0% |
| Q1 2022 | $8,334,000 | -4.7% | 31,058 | +0.5% | 1.58% | -7.8% |
| Q4 2021 | $8,745,000 | +10.0% | 30,892 | +2.3% | 1.71% | -5.1% |
| Q3 2021 | $7,948,000 | -0.6% | 30,212 | +1.5% | 1.80% | -2.3% |
| Q2 2021 | $7,996,000 | +2.8% | 29,756 | -0.4% | 1.84% | -8.3% |
| Q1 2021 | $7,779,000 | +10.9% | 29,886 | -2.1% | 2.01% | +0.4% |
| Q4 2020 | $7,016,000 | +21.5% | 30,528 | -2.0% | 2.00% | +8.5% |
| Q3 2020 | $5,774,000 | +3.6% | 31,157 | -0.6% | 1.84% | -6.7% |
| Q2 2020 | $5,576,000 | -36.9% | 31,360 | -27.0% | 1.98% | -36.9% |
| Q1 2020 | $8,843,000 | +0.6% | 42,964 | +0.6% | 3.13% | +1.6% |
| Q4 2019 | $8,790,000 | +2.0% | 42,705 | -4.3% | 3.08% | -5.7% |
| Q3 2019 | $8,620,000 | +1.2% | 44,608 | +1.8% | 3.27% | +0.9% |
| Q2 2019 | $8,514,000 | +16.0% | 43,828 | +13.1% | 3.24% | +6.7% |
| Q1 2019 | $7,339,000 | +16.1% | 38,748 | +1.8% | 3.03% | +3.1% |
| Q4 2018 | $6,323,000 | -9.6% | 38,077 | +9.5% | 2.94% | +1.8% |
| Q3 2018 | $6,996,000 | +5.7% | 34,758 | +2.3% | 2.89% | -1.4% |
| Q2 2018 | $6,619,000 | +4.1% | 33,984 | +0.2% | 2.93% | +12.0% |
| Q1 2018 | $6,360,000 | +3.0% | 33,905 | +4.2% | 2.62% | +7.4% |
| Q4 2017 | $6,174,000 | +14.2% | 32,531 | +7.6% | 2.44% | +7.9% |
| Q3 2017 | $5,407,000 | +15.6% | 30,224 | +12.4% | 2.26% | +5.4% |
| Q2 2017 | $4,677,000 | +8.2% | 26,886 | +6.5% | 2.14% | +5.4% |
| Q1 2017 | $4,321,000 | +22.4% | 25,237 | +18.2% | 2.04% | +17.8% |
| Q4 2016 | $3,529,000 | +24.9% | 21,345 | +16.8% | 1.73% | +24.0% |
| Q3 2016 | $2,826,000 | +51.2% | 18,268 | +46.0% | 1.39% | +45.4% |
| Q2 2016 | $1,869,000 | +802.9% | 12,510 | +771.8% | 0.96% | +733.9% |
| Q1 2016 | $207,000 | +11.3% | 1,435 | +7.3% | 0.12% | +12.7% |
| Q4 2015 | $186,000 | +1.6% | 1,337 | 0.0% | 0.10% | -6.4% |
| Q3 2015 | $183,000 | -9.0% | 1,337 | 0.0% | 0.11% | -9.9% |
| Q2 2015 | $201,000 | -1.0% | 1,337 | 0.0% | 0.12% | -6.2% |
| Q1 2015 | $203,000 | +4.6% | 1,337 | 0.0% | 0.13% | +1.6% |
| Q4 2014 | $194,000 | +6.0% | 1,337 | 0.0% | 0.13% | +4.1% |
| Q3 2014 | $183,000 | -4.2% | 1,337 | 0.0% | 0.12% | -12.2% |
| Q2 2014 | $191,000 | +3.8% | 1,337 | -3.6% | 0.14% | +1.5% |
| Q1 2014 | $184,000 | -50.5% | 1,387 | -50.0% | 0.14% | -1.4% |
| Q4 2013 | $372,000 | +116.3% | 2,774 | +100.0% | 0.14% | 0.0% |
| Q3 2013 | $172,000 | +7.5% | 1,387 | 0.0% | 0.14% | +1.5% |
| Q2 2013 | $160,000 | – | 1,387 | – | 0.14% | – |
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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% |