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 | $7,286,256 | -2.9% | 29,221 | +1.9% | 1.10% | -1.1% |
| Q2 2023 | $7,500,554 | +6.7% | 28,685 | +2.1% | 1.12% | +1.6% |
| Q1 2023 | $7,027,495 | -4.4% | 28,092 | -7.7% | 1.10% | -6.7% |
| Q4 2022 | $7,350,795 | +19.2% | 30,433 | +8.2% | 1.18% | +6.6% |
| Q3 2022 | $6,167,000 | +21.5% | 28,125 | +25.4% | 1.10% | +25.6% |
| Q2 2022 | $5,076,000 | +15.0% | 22,431 | +36.4% | 0.88% | +27.9% |
| Q1 2022 | $4,412,000 | +2.4% | 16,443 | +8.1% | 0.69% | +2.1% |
| Q4 2021 | $4,308,000 | +17.1% | 15,217 | +8.8% | 0.67% | +6.8% |
| Q3 2021 | $3,678,000 | +2.1% | 13,981 | +4.3% | 0.63% | +2.1% |
| Q2 2021 | $3,603,000 | +16.2% | 13,406 | +12.5% | 0.62% | +6.2% |
| Q1 2021 | $3,101,000 | +26.2% | 11,913 | +11.8% | 0.58% | +16.7% |
| Q4 2020 | $2,458,000 | +24.8% | 10,651 | +0.2% | 0.50% | +7.6% |
| Q3 2020 | $1,970,000 | +17.7% | 10,633 | +12.9% | 0.46% | +0.2% |
| Q2 2020 | $1,674,000 | +3.0% | 9,415 | -15.8% | 0.46% | -17.8% |
| Q1 2020 | $1,626,000 | -54.4% | 11,178 | -35.5% | 0.56% | -49.0% |
| Q4 2019 | $3,569,000 | +7.3% | 17,342 | +0.7% | 1.10% | -1.6% |
| Q3 2019 | $3,327,000 | -0.9% | 17,216 | -0.4% | 1.12% | -5.6% |
| Q2 2019 | $3,357,000 | +2.5% | 17,280 | -0.0% | 1.19% | -1.7% |
| Q1 2019 | $3,274,000 | +113.3% | 17,286 | +87.0% | 1.21% | +85.3% |
| Q4 2018 | $1,535,000 | +7.6% | 9,246 | +30.5% | 0.65% | +14.2% |
| Q3 2018 | $1,426,000 | +12.4% | 7,085 | +8.7% | 0.57% | -30.4% |
| Q2 2018 | $1,269,000 | +14.5% | 6,516 | +10.3% | 0.82% | -27.0% |
| Q1 2018 | $1,108,000 | -99.9% | 5,906 | +1.4% | 1.12% | +0.7% |
| Q4 2017 | $1,105,658,000 | – | 5,826 | – | 1.11% | – |
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% |