ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,379,011 | -3.9% | 17,562 | +0.8% | 2.51% | +1.0% |
| Q2 2023 | $4,557,519 | +7.0% | 17,430 | +2.3% | 2.49% | +1.5% |
| Q1 2023 | $4,261,246 | +8.0% | 17,034 | +4.4% | 2.45% | +7.2% |
| Q4 2022 | $3,946,016 | +24.8% | 16,313 | +13.1% | 2.29% | +21.4% |
| Q3 2022 | $3,163,000 | +6.0% | 14,424 | +9.3% | 1.89% | +15.0% |
| Q2 2022 | $2,985,000 | -12.4% | 13,193 | +3.9% | 1.64% | +3.0% |
| Q1 2022 | $3,409,000 | -1.6% | 12,702 | +3.8% | 1.59% | +1.2% |
| Q4 2021 | $3,463,000 | +8.4% | 12,235 | +0.8% | 1.57% | +0.1% |
| Q3 2021 | $3,194,000 | -16.4% | 12,141 | -14.6% | 1.57% | -15.1% |
| Q2 2021 | $3,819,000 | +3.3% | 14,210 | +0.0% | 1.85% | -1.2% |
| Q1 2021 | $3,698,000 | +9.0% | 14,209 | -3.8% | 1.87% | +4.2% |
| Q4 2020 | $3,394,000 | +13.1% | 14,769 | -8.8% | 1.80% | +1.2% |
| Q3 2020 | $3,002,000 | +1.4% | 16,201 | -2.7% | 1.78% | -7.4% |
| Q2 2020 | $2,962,000 | +3.2% | 16,659 | -16.5% | 1.92% | -10.8% |
| Q1 2020 | $2,871,000 | -37.3% | 19,959 | -10.3% | 2.15% | -19.8% |
| Q4 2019 | $4,580,000 | +6.3% | 22,252 | -0.2% | 2.68% | -2.0% |
| Q3 2019 | $4,309,000 | +1.2% | 22,298 | +1.7% | 2.74% | -4.1% |
| Q2 2019 | $4,258,000 | +9.5% | 21,918 | +6.8% | 2.85% | +5.9% |
| Q1 2019 | $3,888,000 | +22.2% | 20,529 | +7.1% | 2.70% | +13.4% |
| Q4 2018 | $3,182,000 | -12.5% | 19,164 | +6.1% | 2.38% | -2.7% |
| Q3 2018 | $3,637,000 | +4.1% | 18,070 | +0.7% | 2.44% | +2.5% |
| Q2 2018 | $3,494,000 | +11.9% | 17,939 | +7.8% | 2.39% | +12.5% |
| Q1 2018 | $3,122,000 | -1.2% | 16,642 | -0.1% | 2.12% | -32.7% |
| Q4 2017 | $3,160,000 | – | 16,652 | – | 3.15% | – |
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% |