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 | $701,528 | +1.1% | 2,813 | +6.0% | 0.09% | +4.5% |
| Q2 2023 | $693,818 | +1.7% | 2,653 | -2.7% | 0.09% | -3.3% |
| Q1 2023 | $682,487 | +3.2% | 2,728 | -0.2% | 0.09% | -8.1% |
| Q4 2022 | $661,235 | +79.7% | 2,734 | +62.9% | 0.10% | +57.1% |
| Q3 2022 | $368,000 | -4.7% | 1,678 | -1.5% | 0.06% | 0.0% |
| Q2 2022 | $386,000 | -22.2% | 1,704 | -7.7% | 0.06% | -27.6% |
| Q1 2022 | $496,000 | -15.8% | 1,847 | -11.2% | 0.09% | -17.9% |
| Q4 2021 | $589,000 | +7.7% | 2,081 | 0.0% | 0.11% | -7.0% |
| Q3 2021 | $547,000 | -2.1% | 2,081 | +0.0% | 0.11% | -7.3% |
| Q2 2021 | $559,000 | -12.0% | 2,080 | -14.7% | 0.12% | -23.1% |
| Q1 2021 | $635,000 | +56.4% | 2,439 | +11.4% | 0.16% | +9.6% |
| Q3 2020 | $406,000 | +14.7% | 2,190 | -11.0% | 0.15% | -15.1% |
| Q1 2020 | $354,000 | -40.2% | 2,462 | -14.3% | 0.17% | -26.5% |
| Q4 2019 | $592,000 | -3.6% | 2,874 | -6.8% | 0.23% | -7.9% |
| Q3 2019 | $614,000 | -5.1% | 3,084 | -5.6% | 0.25% | -9.6% |
| Q2 2019 | $647,000 | +63.8% | 3,266 | +56.4% | 0.28% | +54.4% |
| Q1 2019 | $395,000 | +5.6% | 2,088 | -7.3% | 0.18% | -2.7% |
| Q4 2018 | $374,000 | +25.5% | 2,253 | +40.5% | 0.19% | +40.6% |
| Q3 2018 | $298,000 | -4.5% | 1,603 | 0.0% | 0.13% | -3.6% |
| Q2 2018 | $312,000 | -42.1% | 1,603 | -44.2% | 0.14% | -38.7% |
| Q1 2018 | $539,000 | +17.7% | 2,872 | +19.1% | 0.22% | +48.0% |
| Q4 2017 | $458,000 | +10.4% | 2,412 | +4.1% | 0.15% | +6.3% |
| Q3 2017 | $415,000 | +2.2% | 2,317 | -0.8% | 0.14% | 0.0% |
| Q2 2017 | $406,000 | +9.4% | 2,335 | +7.8% | 0.14% | +5.1% |
| Q1 2017 | $371,000 | -73.1% | 2,167 | -74.1% | 0.14% | -65.5% |
| Q4 2016 | $1,381,000 | – | 8,351 | – | 0.39% | – |
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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% |