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 | $1,484,906 | +263.4% | 5,955 | +281.2% | 0.12% | +258.8% |
| Q2 2023 | $408,649 | +11.6% | 1,562 | +6.7% | 0.03% | +6.2% |
| Q1 2023 | $366,330 | +57139.1% | 1,464 | -44.7% | 0.03% | -45.8% |
| Q4 2022 | $640 | -99.9% | 2,646 | +4.4% | 0.06% | +3.5% |
| Q3 2022 | $556,000 | -29.6% | 2,534 | -27.4% | 0.06% | -26.0% |
| Q2 2022 | $790,000 | -37.7% | 3,491 | -26.1% | 0.08% | -31.2% |
| Q1 2022 | $1,268,000 | +47.4% | 4,726 | +55.6% | 0.11% | +43.6% |
| Q4 2021 | $860,000 | +551.5% | 3,037 | +505.0% | 0.08% | +500.0% |
| Q3 2021 | $132,000 | +24.5% | 502 | +27.4% | 0.01% | +30.0% |
| Q2 2021 | $106,000 | +55.9% | 394 | +51.5% | 0.01% | +42.9% |
| Q1 2021 | $68,000 | -80.1% | 260 | -82.5% | 0.01% | -82.1% |
| Q4 2020 | $342,000 | +17.9% | 1,487 | -4.9% | 0.04% | +11.4% |
| Q3 2020 | $290,000 | +2.8% | 1,563 | -1.4% | 0.04% | +6.1% |
| Q2 2020 | $282,000 | +20.0% | 1,585 | -3.1% | 0.03% | +6.5% |
| Q1 2020 | $235,000 | -37.8% | 1,635 | -10.9% | 0.03% | -32.6% |
| Q4 2019 | $378,000 | +6.8% | 1,836 | +0.1% | 0.05% | -2.1% |
| Q3 2019 | $354,000 | -0.8% | 1,834 | +0.1% | 0.05% | 0.0% |
| Q2 2019 | $357,000 | +5.3% | 1,832 | +6.8% | 0.05% | +4.4% |
| Q1 2019 | $339,000 | +564.7% | 1,715 | +514.7% | 0.04% | +542.9% |
| Q4 2018 | $51,000 | -52.8% | 279 | -51.1% | 0.01% | -63.2% |
| Q3 2018 | $108,000 | +134.8% | 570 | +148.9% | 0.02% | +171.4% |
| Q2 2018 | $46,000 | +7.0% | 229 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $43,000 | +207.1% | 228 | +225.7% | 0.01% | +250.0% |
| Q4 2017 | $14,000 | +7.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | +8.3% | 70 | -1.4% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | 0.0% | 71 | +1.4% | 0.00% | 0.0% |
| Q4 2016 | $12,000 | +140.0% | 70 | +55.6% | 0.00% | 0.0% |
| Q2 2013 | $5,000 | – | 45 | – | 0.00% | – |
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% |