ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,337,348 | -9.5% | 9,373 | -5.1% | 0.24% | -11.4% |
| Q2 2023 | $2,582,154 | -13.9% | 9,875 | -17.6% | 0.27% | +68.5% |
| Q1 2023 | $2,997,782 | +13.1% | 11,983 | +9.4% | 0.16% | +1.2% |
| Q4 2022 | $2,650,380 | +17.5% | 10,957 | +6.5% | 0.16% | +5.3% |
| Q3 2022 | $2,256,000 | -0.3% | 10,286 | +2.8% | 0.15% | 0.0% |
| Q2 2022 | $2,262,000 | -8.4% | 10,001 | +8.7% | 0.15% | +1.3% |
| Q1 2022 | $2,470,000 | +2.1% | 9,204 | +7.7% | 0.15% | -0.7% |
| Q4 2021 | $2,420,000 | +329.8% | 8,544 | +299.6% | 0.15% | +297.4% |
| Q3 2021 | $563,000 | -1.1% | 2,138 | +1.0% | 0.04% | -7.3% |
| Q2 2021 | $569,000 | +21.6% | 2,117 | +17.9% | 0.04% | +2.5% |
| Q1 2021 | $468,000 | +26.8% | 1,796 | +11.6% | 0.04% | +21.2% |
| Q4 2020 | $369,000 | -25.2% | 1,610 | -46.0% | 0.03% | -2.9% |
| Q3 2020 | $493,000 | +90.3% | 2,981 | +104.9% | 0.03% | 0.0% |
| Q2 2020 | $259,000 | +24.5% | 1,455 | +0.6% | 0.03% | -5.6% |
| Q1 2020 | $208,000 | -69.4% | 1,446 | -56.2% | 0.04% | -58.1% |
| Q4 2019 | $679,000 | +184.1% | 3,299 | +166.9% | 0.09% | +120.5% |
| Q3 2019 | $239,000 | -26.9% | 1,236 | -26.6% | 0.04% | -39.1% |
| Q2 2019 | $327,000 | +54.2% | 1,684 | +32.1% | 0.06% | +18.5% |
| Q4 2018 | $212,000 | -63.3% | 1,275 | -55.5% | 0.05% | -40.7% |
| Q3 2018 | $577,000 | – | 2,867 | – | 0.09% | – |
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% |