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 | $1,260,288 | -9.1% | 5,054 | -4.7% | 0.80% | -11.1% |
| Q2 2023 | $1,386,240 | +5.6% | 5,302 | +1.0% | 0.90% | -2.6% |
| Q1 2023 | $1,312,663 | +3.5% | 5,247 | +0.1% | 0.92% | -2.8% |
| Q4 2022 | $1,267,917 | +7.8% | 5,242 | -2.2% | 0.95% | +0.9% |
| Q3 2022 | $1,176,000 | +0.4% | 5,362 | +3.6% | 0.94% | +6.0% |
| Q2 2022 | $1,171,000 | -34.4% | 5,178 | -22.2% | 0.89% | +44.7% |
| Q1 2022 | $1,786,000 | +89.6% | 6,656 | +100.0% | 0.61% | -0.8% |
| Q4 2021 | $942,000 | +7.8% | 3,328 | +0.2% | 0.62% | -1.1% |
| Q3 2021 | $874,000 | -3.4% | 3,323 | -1.3% | 0.62% | -6.6% |
| Q2 2021 | $905,000 | +7.6% | 3,368 | +4.3% | 0.67% | +1.7% |
| Q1 2021 | $841,000 | +11.5% | 3,230 | -1.5% | 0.66% | +3.9% |
| Q4 2020 | $754,000 | +9.6% | 3,279 | -11.7% | 0.63% | -3.5% |
| Q3 2020 | $688,000 | +7.8% | 3,715 | +3.5% | 0.66% | -0.9% |
| Q2 2020 | $638,000 | -8.3% | 3,590 | -25.8% | 0.66% | +37.1% |
| Q1 2020 | $696,000 | -76.6% | 4,839 | -66.6% | 0.48% | -75.2% |
| Q4 2019 | $2,980,000 | +18.9% | 14,481 | +11.6% | 1.95% | +9.2% |
| Q3 2019 | $2,506,000 | +0.2% | 12,973 | +0.7% | 1.78% | +14.4% |
| Q2 2019 | $2,501,000 | +2.3% | 12,879 | -0.2% | 1.56% | +19.1% |
| Q1 2019 | $2,444,000 | +14.0% | 12,906 | 0.0% | 1.31% | +1.2% |
| Q4 2018 | $2,143,000 | -17.4% | 12,906 | +0.2% | 1.29% | -17.3% |
| Q3 2018 | $2,593,000 | +3.3% | 12,882 | 0.0% | 1.56% | -1.8% |
| Q2 2018 | $2,509,000 | +3.8% | 12,882 | 0.0% | 1.59% | +8.7% |
| Q1 2018 | $2,416,000 | -1.1% | 12,882 | 0.0% | 1.46% | -0.7% |
| Q4 2017 | $2,444,000 | +6.1% | 12,882 | 0.0% | 1.48% | +1.3% |
| Q3 2017 | $2,304,000 | +2.9% | 12,882 | 0.0% | 1.46% | -1.3% |
| Q2 2017 | $2,240,000 | +1.6% | 12,882 | 0.0% | 1.48% | +3.7% |
| Q1 2017 | $2,205,000 | -5.7% | 12,882 | -8.9% | 1.42% | -10.2% |
| Q4 2016 | $2,338,000 | +542.3% | 14,142 | +500.8% | 1.58% | +607.1% |
| Q3 2016 | $364,000 | +3.7% | 2,354 | 0.0% | 0.22% | +3.2% |
| Q2 2016 | $351,000 | +3.5% | 2,354 | 0.0% | 0.22% | -1.8% |
| Q1 2016 | $339,000 | +3.7% | 2,354 | 0.0% | 0.22% | +2.8% |
| Q4 2015 | $327,000 | +1.9% | 2,354 | 0.0% | 0.22% | +1.9% |
| Q3 2015 | $321,000 | +10600.0% | 2,354 | +9708.3% | 0.21% | +10450.0% |
| Q2 2015 | $3,000 | -62.5% | 24 | -53.8% | 0.00% | -60.0% |
| Q4 2014 | $8,000 | – | 52 | – | 0.01% | – |
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% |