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 | $1,060,236 | -7.2% | 4,252 | -2.6% | 0.28% | -3.8% |
| Q2 2023 | $1,141,883 | +3.5% | 4,367 | -1.0% | 0.29% | -1.4% |
| Q1 2023 | $1,102,955 | -2.3% | 4,409 | -5.6% | 0.30% | -7.8% |
| Q4 2022 | $1,129,384 | +9.2% | 4,669 | -1.0% | 0.32% | +3.2% |
| Q3 2022 | $1,034,000 | -3.5% | 4,716 | -0.4% | 0.31% | +1.6% |
| Q2 2022 | $1,071,000 | -18.1% | 4,735 | -2.9% | 0.30% | -5.9% |
| Q1 2022 | $1,308,000 | -6.2% | 4,874 | -1.1% | 0.32% | -1.8% |
| Q4 2021 | $1,394,000 | +5.4% | 4,926 | -2.1% | 0.33% | -0.3% |
| Q3 2021 | $1,323,000 | -3.2% | 5,030 | -1.1% | 0.33% | -3.8% |
| Q2 2021 | $1,367,000 | -1.7% | 5,086 | -4.7% | 0.34% | -9.0% |
| Q1 2021 | $1,390,000 | +3.0% | 5,339 | -9.0% | 0.38% | -1.6% |
| Q4 2020 | $1,349,000 | +21.0% | 5,869 | -2.5% | 0.38% | +7.0% |
| Q3 2020 | $1,115,000 | -0.2% | 6,018 | -4.2% | 0.36% | -6.5% |
| Q2 2020 | $1,117,000 | +7.1% | 6,283 | -13.3% | 0.38% | -8.6% |
| Q1 2020 | $1,043,000 | +49.2% | 7,248 | +113.6% | 0.42% | +44.8% |
| Q4 2019 | $699,000 | +6.6% | 3,394 | 0.0% | 0.29% | -1.4% |
| Q3 2019 | $656,000 | -0.8% | 3,394 | -0.2% | 0.29% | -1.0% |
| Q2 2019 | $661,000 | -0.8% | 3,401 | -3.3% | 0.30% | -3.6% |
| Q1 2019 | $666,000 | +7.8% | 3,518 | -5.5% | 0.31% | -11.0% |
| Q4 2018 | $618,000 | +16.6% | 3,724 | +41.5% | 0.35% | +32.6% |
| Q3 2018 | $530,000 | +1.7% | 2,632 | -1.6% | 0.26% | -4.7% |
| Q2 2018 | $521,000 | -7.1% | 2,674 | -10.7% | 0.27% | -8.4% |
| Q1 2018 | $561,000 | -12.1% | 2,993 | -10.9% | 0.30% | -10.7% |
| Q4 2017 | $638,000 | +1.1% | 3,361 | -4.7% | 0.34% | -3.7% |
| Q3 2017 | $631,000 | -15.0% | 3,526 | -17.3% | 0.35% | -17.7% |
| Q2 2017 | $742,000 | -5.6% | 4,265 | -7.1% | 0.42% | -10.8% |
| Q1 2017 | $786,000 | -2.2% | 4,589 | -5.6% | 0.47% | -9.7% |
| Q4 2016 | $804,000 | -4.6% | 4,863 | -10.7% | 0.52% | -5.7% |
| Q3 2016 | $843,000 | -7.5% | 5,448 | -10.7% | 0.56% | -13.0% |
| Q2 2016 | $911,000 | +1.1% | 6,100 | -2.3% | 0.64% | -3.8% |
| Q1 2016 | $901,000 | -10.3% | 6,246 | -13.4% | 0.66% | -8.0% |
| Q4 2015 | $1,004,000 | +1.9% | 7,209 | 0.0% | 0.72% | -2.0% |
| Q3 2015 | $985,000 | -8.9% | 7,209 | 0.0% | 0.74% | -3.1% |
| Q2 2015 | $1,081,000 | -2.7% | 7,209 | -1.4% | 0.76% | -1.7% |
| Q1 2015 | $1,111,000 | -13.3% | 7,308 | -17.5% | 0.78% | -19.4% |
| Q4 2014 | $1,282,000 | +5.9% | 8,855 | -0.0% | 0.96% | +0.9% |
| Q3 2014 | $1,211,000 | -91.7% | 8,858 | -91.3% | 0.95% | -90.4% |
| Q2 2014 | $14,544,000 | +6.6% | 101,646 | +2.4% | 9.89% | -0.0% |
| Q1 2014 | $13,644,000 | -50.0% | 99,252 | -51.3% | 9.89% | -3.4% |
| Q4 2013 | $27,298,000 | +143.1% | 204,006 | +125.5% | 10.24% | +23.5% |
| Q3 2013 | $11,231,000 | +5.0% | 90,469 | -2.3% | 8.29% | -11.1% |
| Q2 2013 | $10,700,000 | – | 92,645 | – | 9.32% | – |
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% |