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 | $355,608 | -4.7% | 1,426 | -0.1% | 0.06% | -6.0% |
| Q2 2023 | $373,168 | +5.1% | 1,427 | +0.5% | 0.07% | -6.9% |
| Q1 2023 | $355,111 | -0.9% | 1,420 | -4.2% | 0.07% | -1.4% |
| Q4 2022 | $358,503 | +55.9% | 1,482 | +41.1% | 0.07% | +52.1% |
| Q3 2022 | $230,000 | +8.5% | 1,050 | +12.1% | 0.05% | +23.1% |
| Q2 2022 | $212,000 | -11.3% | 937 | +5.4% | 0.04% | +2.6% |
| Q1 2022 | $239,000 | +113.4% | 889 | +123.9% | 0.04% | +123.5% |
| Q4 2021 | $112,000 | +12.0% | 397 | +4.7% | 0.02% | +6.2% |
| Q3 2021 | $100,000 | -2.9% | 379 | -1.3% | 0.02% | -5.9% |
| Q2 2021 | $103,000 | +13.2% | 384 | +10.3% | 0.02% | +6.2% |
| Q1 2021 | $91,000 | +13.8% | 348 | +0.3% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | +25.0% | 347 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $64,000 | -1.5% | 347 | -4.9% | 0.01% | -6.7% |
| Q2 2020 | $65,000 | +6.6% | 365 | -14.3% | 0.02% | -16.7% |
| Q1 2020 | $61,000 | -29.1% | 426 | +2.2% | 0.02% | -10.0% |
| Q4 2019 | $86,000 | +2.4% | 417 | -4.1% | 0.02% | -13.0% |
| Q3 2019 | $84,000 | -9.7% | 435 | -9.6% | 0.02% | -8.0% |
| Q2 2019 | $93,000 | +2.2% | 481 | +0.4% | 0.02% | -10.7% |
| Q1 2019 | $91,000 | +7.1% | 479 | -6.4% | 0.03% | -3.4% |
| Q4 2018 | $85,000 | -12.4% | 512 | +6.0% | 0.03% | -12.1% |
| Q3 2018 | $97,000 | +11.5% | 483 | +7.6% | 0.03% | +10.0% |
| Q2 2018 | $87,000 | -63.1% | 449 | -64.3% | 0.03% | -60.0% |
| Q1 2018 | $236,000 | -86.7% | 1,259 | -86.5% | 0.08% | -86.8% |
| Q4 2017 | $1,776,000 | +13.3% | 9,360 | +6.9% | 0.57% | +8.8% |
| Q3 2017 | $1,567,000 | +20.9% | 8,758 | +17.6% | 0.52% | +8.1% |
| Q2 2017 | $1,296,000 | +12.3% | 7,448 | +10.5% | 0.48% | +7.3% |
| Q1 2017 | $1,154,000 | +300.7% | 6,741 | +225.7% | 0.45% | +171.7% |
| Q4 2015 | $288,000 | +7100.0% | 2,070 | +7037.9% | 0.17% | +8200.0% |
| Q2 2015 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | – | 29 | – | 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% |