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 | $3,166,970 | +30.8% | 12,701 | +36.4% | 0.13% | +35.1% |
| Q2 2023 | $2,420,698 | +9.1% | 9,314 | +1.9% | 0.09% | -14.5% |
| Q4 2022 | $2,218,519 | +12.5% | 9,144 | +2.8% | 0.11% | +6.8% |
| Q3 2022 | $1,972,000 | -13.6% | 8,893 | -11.6% | 0.10% | -12.7% |
| Q2 2022 | $2,283,000 | -37.3% | 10,060 | -25.8% | 0.12% | -32.6% |
| Q1 2022 | $3,643,000 | +62.3% | 13,551 | +71.4% | 0.18% | +66.7% |
| Q4 2021 | $2,244,000 | +67.0% | 7,904 | +54.7% | 0.10% | +56.7% |
| Q3 2021 | $1,344,000 | +2.3% | 5,108 | +4.4% | 0.07% | -2.9% |
| Q2 2021 | $1,314,000 | -54.2% | 4,891 | -55.6% | 0.07% | -60.8% |
| Q1 2021 | $2,866,000 | +463.1% | 11,011 | +397.6% | 0.18% | +375.7% |
| Q4 2020 | $509,000 | +81.8% | 2,213 | +45.4% | 0.04% | +48.0% |
| Q3 2020 | $280,000 | -99.5% | 1,522 | -99.6% | 0.02% | -99.7% |
| Q1 2020 | $57,081,000 | -12.9% | 396,781 | +24.6% | 7.75% | -3.9% |
| Q4 2019 | $65,526,000 | +19.5% | 318,366 | +12.2% | 8.07% | +3.3% |
| Q3 2019 | $54,842,000 | +13.2% | 283,814 | +13.8% | 7.81% | +3.5% |
| Q2 2019 | $48,438,000 | +17.8% | 249,345 | +14.9% | 7.55% | +3.6% |
| Q1 2019 | $41,112,000 | +30.9% | 217,062 | +13.6% | 7.28% | +9.0% |
| Q4 2018 | $31,401,000 | -6.9% | 191,111 | +14.0% | 6.68% | -4.2% |
| Q3 2018 | $33,743,000 | +40.4% | 167,633 | +35.9% | 6.98% | +12.9% |
| Q2 2018 | $24,033,000 | +390.6% | 123,387 | +377.9% | 6.18% | +164.0% |
| Q4 2017 | $4,899,000 | +681.3% | 25,816 | +637.2% | 2.34% | +458.9% |
| Q3 2017 | $627,000 | – | 3,502 | – | 0.42% | – |
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% |