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 | $4,743,345 | -5.2% | 19,023 | -0.6% | 0.31% | +1.7% |
| Q2 2023 | $5,004,685 | +8.0% | 19,140 | +3.3% | 0.30% | -1.0% |
| Q1 2023 | $4,635,863 | +15.5% | 18,532 | +11.7% | 0.30% | +2.0% |
| Q4 2022 | $4,014,733 | +117.5% | 16,597 | +97.1% | 0.30% | +66.5% |
| Q3 2022 | $1,846,000 | +4.0% | 8,420 | +7.3% | 0.18% | +7.2% |
| Q2 2022 | $1,775,000 | -10.4% | 7,847 | +6.3% | 0.17% | +7.7% |
| Q1 2022 | $1,981,000 | -6.7% | 7,383 | -1.6% | 0.16% | -4.3% |
| Q4 2021 | $2,123,000 | +44.2% | 7,501 | +34.1% | 0.16% | +5.9% |
| Q3 2021 | $1,472,000 | -52.7% | 5,594 | -51.6% | 0.15% | -28.8% |
| Q2 2021 | $3,109,000 | -1.6% | 11,567 | -4.7% | 0.22% | -12.2% |
| Q1 2021 | $3,160,000 | +37.0% | 12,139 | +21.0% | 0.24% | +32.4% |
| Q4 2020 | $2,306,000 | -52.4% | 10,032 | -61.6% | 0.18% | -50.4% |
| Q3 2020 | $4,848,000 | -11.3% | 26,159 | -14.9% | 0.37% | -11.8% |
| Q2 2020 | $5,468,000 | +20.6% | 30,750 | -2.5% | 0.42% | -22.2% |
| Q1 2020 | $4,533,000 | -89.1% | 31,524 | -5.5% | 0.54% | -67.0% |
| Q4 2019 | $41,661,000 | +695.1% | 33,373 | +23.1% | 1.65% | +204.2% |
| Q3 2019 | $5,240,000 | -19.3% | 27,115 | -18.6% | 0.54% | -17.3% |
| Q2 2019 | $6,493,000 | +0.1% | 33,327 | -2.7% | 0.66% | -8.4% |
| Q1 2019 | $6,488,000 | +37.8% | 34,246 | +20.8% | 0.72% | +21.8% |
| Q4 2018 | $4,709,000 | +20.8% | 28,356 | +46.4% | 0.59% | +39.4% |
| Q3 2018 | $3,898,000 | -23.4% | 19,367 | -25.8% | 0.42% | +13.8% |
| Q2 2018 | $5,086,000 | +11.6% | 26,110 | +7.5% | 0.37% | +4.8% |
| Q1 2018 | $4,558,000 | -28.6% | 24,299 | -27.8% | 0.35% | -29.0% |
| Q4 2017 | $6,388,000 | -4.6% | 33,662 | -10.0% | 0.50% | -16.2% |
| Q3 2017 | $6,694,000 | +23.1% | 37,416 | +16.1% | 0.59% | -29.2% |
| Q2 2017 | $5,439,000 | -10.2% | 32,225 | -10.1% | 0.84% | +35.7% |
| Q1 2017 | $6,057,000 | +63.8% | 35,836 | +60.2% | 0.62% | +30.7% |
| Q4 2016 | $3,698,000 | – | 22,367 | – | 0.47% | – |
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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% |