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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,087,094 | +11.0% | 14,747 | -0.2% | 1.58% | +1.9% |
| Q3 2023 | $3,683,340 | -4.0% | 14,772 | +0.6% | 1.55% | -1.3% |
| Q2 2023 | $3,837,942 | +4.9% | 14,678 | +0.4% | 1.57% | -2.8% |
| Q1 2023 | $3,658,500 | +1.3% | 14,625 | -2.0% | 1.62% | -5.3% |
| Q4 2022 | $3,611,037 | +12.3% | 14,928 | +1.8% | 1.71% | +4.8% |
| Q3 2022 | $3,216,000 | +9.0% | 14,666 | +12.5% | 1.63% | +15.3% |
| Q2 2022 | $2,950,000 | -28.2% | 13,041 | -14.9% | 1.41% | -20.7% |
| Q1 2022 | $4,110,000 | +11.5% | 15,316 | +17.6% | 1.78% | +15.6% |
| Q4 2021 | $3,687,000 | +14.5% | 13,024 | +6.4% | 1.54% | +7.3% |
| Q3 2021 | $3,219,000 | -0.2% | 12,236 | +1.9% | 1.44% | +0.3% |
| Q2 2021 | $3,227,000 | +3.6% | 12,008 | +0.4% | 1.43% | -5.6% |
| Q1 2021 | $3,114,000 | +11.1% | 11,964 | -1.9% | 1.52% | +8.1% |
| Q4 2020 | $2,804,000 | +24.4% | 12,200 | +0.3% | 1.40% | +10.3% |
| Q3 2020 | $2,254,000 | +3.7% | 12,161 | -0.5% | 1.27% | -1.7% |
| Q2 2020 | $2,174,000 | +26.1% | 12,228 | +2.0% | 1.29% | +8.3% |
| Q1 2020 | $1,724,000 | +9.1% | 11,983 | +55.5% | 1.19% | +29.9% |
| Q4 2019 | $1,580,000 | +6.3% | 7,706 | +0.4% | 0.92% | +1.7% |
| Q3 2019 | $1,486,000 | +1.1% | 7,679 | +1.5% | 0.90% | -0.8% |
| Q2 2019 | $1,470,000 | +1.1% | 7,565 | -1.5% | 0.91% | -1.3% |
| Q1 2019 | $1,454,000 | -61.9% | 7,677 | -66.6% | 0.92% | +5.7% |
| Q4 2018 | $3,813,000 | +139.1% | 22,965 | +189.7% | 0.87% | -12.3% |
| Q3 2018 | $1,595,000 | +3.6% | 7,926 | +0.3% | 1.00% | -0.5% |
| Q2 2018 | $1,539,000 | +4.7% | 7,904 | +0.8% | 1.00% | +4.1% |
| Q1 2018 | $1,470,000 | -0.9% | 7,840 | +0.3% | 0.96% | -0.1% |
| Q4 2017 | $1,484,000 | +7.1% | 7,819 | +1.0% | 0.96% | +3.0% |
| Q3 2017 | $1,385,000 | -1.6% | 7,744 | -4.3% | 0.94% | -3.9% |
| Q2 2017 | $1,408,000 | +1.6% | 8,094 | +0.0% | 0.97% | -0.6% |
| Q1 2017 | $1,386,000 | +2.0% | 8,093 | +0.1% | 0.98% | -2.5% |
| Q4 2016 | $1,359,000 | +9.9% | 8,085 | +1.1% | 1.00% | +8.2% |
| Q3 2016 | $1,237,000 | +2.5% | 7,995 | -1.1% | 0.93% | -0.5% |
| Q2 2016 | $1,207,000 | +6.9% | 8,080 | +3.2% | 0.93% | +0.6% |
| Q1 2016 | $1,129,000 | +35.5% | 7,828 | +30.9% | 0.93% | +29.5% |
| Q4 2015 | $833,000 | +28.4% | 5,978 | +25.8% | 0.72% | +20.1% |
| Q3 2015 | $649,000 | +32.4% | 4,752 | +45.4% | 0.60% | +36.4% |
| Q2 2015 | $490,000 | -1.2% | 3,268 | +0.2% | 0.44% | -5.8% |
| Q1 2015 | $496,000 | – | 3,263 | – | 0.46% | – |
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% |