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 | $13,881,939 | -0.4% | 55,419 | +3.9% | 1.73% | +15.6% |
| Q2 2023 | $13,941,185 | +8.6% | 53,316 | +3.9% | 1.50% | +0.5% |
| Q1 2023 | $12,831,769 | +11.9% | 51,294 | +8.2% | 1.49% | +24.9% |
| Q4 2022 | $11,463,263 | +17.0% | 47,390 | +6.1% | 1.19% | +5.3% |
| Q3 2022 | $9,798,000 | -0.7% | 44,685 | +2.4% | 1.13% | +9.0% |
| Q2 2022 | $9,872,000 | -14.7% | 43,637 | +1.2% | 1.04% | -8.3% |
| Q1 2022 | $11,571,000 | -26.8% | 43,119 | -22.7% | 1.13% | -23.5% |
| Q4 2021 | $15,797,000 | +19.6% | 55,804 | +11.2% | 1.48% | +5.6% |
| Q3 2021 | $13,204,000 | +10.5% | 50,193 | +12.8% | 1.40% | +11.6% |
| Q2 2021 | $11,954,000 | +9.6% | 44,482 | +6.2% | 1.26% | -1.6% |
| Q1 2021 | $10,904,000 | +22.9% | 41,894 | +8.6% | 1.28% | +10.3% |
| Q4 2020 | $8,869,000 | +30.2% | 38,591 | +5.0% | 1.16% | -14.6% |
| Q3 2020 | $6,811,000 | -1.4% | 36,757 | -5.4% | 1.36% | -7.1% |
| Q2 2020 | $6,911,000 | +13.5% | 38,863 | -8.1% | 1.46% | +8.0% |
| Q1 2020 | $6,087,000 | -27.7% | 42,309 | +3.4% | 1.35% | -7.4% |
| Q4 2019 | $8,420,000 | +8.0% | 40,909 | +1.4% | 1.46% | -2.3% |
| Q3 2019 | $7,799,000 | +20.8% | 40,361 | +21.4% | 1.50% | +22.9% |
| Q2 2019 | $6,456,000 | -12.9% | 33,233 | -15.1% | 1.22% | -20.0% |
| Q1 2019 | $7,416,000 | +533.3% | 39,155 | +455.3% | 1.52% | +508.4% |
| Q4 2018 | $1,171,000 | +187.0% | 7,051 | +249.1% | 0.25% | +184.1% |
| Q3 2018 | $408,000 | +3.3% | 2,020 | 0.0% | 0.09% | -10.2% |
| Q2 2018 | $395,000 | +35.7% | 2,020 | +30.1% | 0.10% | +38.0% |
| Q1 2018 | $291,000 | -1.4% | 1,553 | 0.0% | 0.07% | -4.1% |
| Q4 2017 | $295,000 | +10.1% | 1,553 | +3.5% | 0.07% | +7.2% |
| Q3 2017 | $268,000 | +2.7% | 1,500 | 0.0% | 0.07% | -8.0% |
| Q2 2017 | $261,000 | – | 1,500 | – | 0.08% | – |
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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% |