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 | $4,724,434 | -85.0% | 18,947 | -84.3% | 0.00% | -81.8% |
| Q2 2023 | $31,562,205 | +15054.7% | 120,706 | +13919.3% | 0.01% | – |
| Q4 2022 | $208,267 | -89.4% | 861 | -90.4% | 0.00% | -100.0% |
| Q3 2022 | $1,972,000 | +388.1% | 8,992 | +404.0% | 0.00% | – |
| Q2 2022 | $404,000 | -92.5% | 1,784 | -91.2% | 0.00% | -100.0% |
| Q1 2022 | $5,420,000 | -68.6% | 20,200 | -66.9% | 0.00% | -60.0% |
| Q4 2021 | $17,268,000 | +932.2% | 61,000 | +858.8% | 0.01% | – |
| Q3 2021 | $1,673,000 | -84.8% | 6,362 | -84.4% | 0.00% | -100.0% |
| Q2 2021 | $10,993,000 | -2.5% | 40,909 | -5.5% | 0.01% | 0.0% |
| Q1 2021 | $11,271,000 | -63.3% | 43,300 | -67.6% | 0.01% | -68.8% |
| Q4 2020 | $30,752,000 | +312.1% | 133,800 | +232.3% | 0.02% | +300.0% |
| Q3 2020 | $7,462,000 | -15.4% | 40,268 | -18.8% | 0.00% | -42.9% |
| Q2 2020 | $8,824,000 | -11.5% | 49,617 | -28.4% | 0.01% | -30.0% |
| Q1 2020 | $9,975,000 | +131.5% | 69,341 | +231.3% | 0.01% | +66.7% |
| Q4 2019 | $4,308,000 | -73.9% | 20,930 | -75.5% | 0.01% | -77.8% |
| Q3 2019 | $16,524,000 | +897.8% | 85,517 | +903.5% | 0.03% | +800.0% |
| Q2 2019 | $1,656,000 | -85.4% | 8,522 | -85.7% | 0.00% | -84.2% |
| Q1 2019 | $11,317,000 | +1381.3% | 59,746 | +1198.8% | 0.02% | +850.0% |
| Q4 2018 | $764,000 | -92.9% | 4,600 | -91.4% | 0.00% | -90.9% |
| Q3 2018 | $10,790,000 | +319.7% | 53,600 | +306.1% | 0.02% | +266.7% |
| Q2 2018 | $2,571,000 | -74.7% | 13,200 | -75.7% | 0.01% | -77.8% |
| Q1 2018 | $10,171,000 | +265.2% | 54,224 | +269.5% | 0.03% | +237.5% |
| Q4 2017 | $2,785,000 | -74.8% | 14,673 | -76.3% | 0.01% | -77.8% |
| Q3 2017 | $11,056,000 | +19.0% | 61,800 | +15.7% | 0.04% | +12.5% |
| Q2 2017 | $9,289,000 | +106.3% | 53,400 | +103.0% | 0.03% | +60.0% |
| Q1 2017 | $4,503,000 | -3.4% | 26,300 | -6.7% | 0.02% | 0.0% |
| Q4 2016 | $4,663,000 | -48.5% | 28,200 | -51.8% | 0.02% | -54.5% |
| Q3 2016 | $9,058,000 | -38.2% | 58,548 | -40.3% | 0.04% | -38.9% |
| Q2 2016 | $14,650,000 | +46.7% | 98,060 | +41.5% | 0.07% | +30.9% |
| Q1 2016 | $9,989,000 | +791.9% | 69,276 | +761.3% | 0.06% | +685.7% |
| Q4 2015 | $1,120,000 | -73.2% | 8,043 | -73.7% | 0.01% | -73.1% |
| Q3 2015 | $4,180,000 | +3.9% | 30,602 | +14.1% | 0.03% | 0.0% |
| Q2 2015 | $4,023,000 | +76.0% | 26,823 | +78.3% | 0.03% | +52.9% |
| Q1 2015 | $2,286,000 | -83.5% | 15,041 | -84.3% | 0.02% | -83.7% |
| Q4 2014 | $13,883,000 | +100.5% | 95,876 | +89.3% | 0.10% | +46.5% |
| Q3 2014 | $6,925,000 | +129.2% | 50,645 | +139.8% | 0.07% | +82.1% |
| Q2 2014 | $3,022,000 | -90.7% | 21,123 | -91.1% | 0.04% | -89.2% |
| Q1 2014 | $32,670,000 | – | 237,652 | – | 0.36% | – |
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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% |