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 | $1,070,668 | -0.0% | 4,294 | -0.1% | 0.39% | +1.0% |
| Q1 2023 | $1,070,919 | -12.7% | 4,300 | -15.3% | 0.38% | -16.7% |
| Q4 2022 | $1,227,286 | -1.1% | 5,074 | -4.5% | 0.46% | -6.5% |
| Q3 2022 | $1,241,000 | +0.2% | 5,314 | -1.8% | 0.49% | +3.1% |
| Q2 2022 | $1,238,000 | -17.7% | 5,414 | -2.8% | 0.48% | -6.4% |
| Q1 2022 | $1,505,000 | -14.7% | 5,571 | -11.4% | 0.51% | -14.2% |
| Q4 2021 | $1,764,000 | -3.4% | 6,291 | -8.4% | 0.60% | -9.8% |
| Q3 2021 | $1,826,000 | +3.0% | 6,870 | +2.7% | 0.66% | +3.8% |
| Q2 2021 | $1,772,000 | -3.2% | 6,689 | -4.9% | 0.64% | -11.3% |
| Q1 2021 | $1,831,000 | +12.7% | 7,036 | -2.0% | 0.72% | +1.8% |
| Q4 2020 | $1,625,000 | +32.3% | 7,180 | +8.3% | 0.71% | +16.5% |
| Q3 2020 | $1,228,000 | +4.3% | 6,628 | +0.1% | 0.61% | -1.6% |
| Q2 2020 | $1,177,000 | +28.6% | 6,621 | +4.2% | 0.62% | +10.4% |
| Q1 2020 | $915,000 | -30.8% | 6,357 | -1.5% | 0.56% | -12.7% |
| Q4 2019 | $1,323,000 | +6.2% | 6,451 | -1.7% | 0.64% | -2.0% |
| Q3 2019 | $1,246,000 | -6.4% | 6,560 | -3.4% | 0.65% | -4.5% |
| Q2 2019 | $1,331,000 | +1.8% | 6,789 | -1.7% | 0.68% | -0.3% |
| Q1 2019 | $1,307,000 | +4.4% | 6,903 | -1.4% | 0.68% | -2.3% |
| Q4 2018 | $1,252,000 | -11.6% | 7,002 | -3.8% | 0.70% | -8.2% |
| Q2 2018 | $1,417,000 | – | 7,276 | – | 0.76% | – |
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% |