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 | $1,343,565 | +215.6% | 23,705 | +1356.1% | 0.69% | +226.4% |
| Q2 2023 | $425,689 | +3.3% | 1,628 | -1.2% | 0.21% | -4.1% |
| Q1 2023 | $412,264 | +2.2% | 1,648 | -1.2% | 0.22% | -6.4% |
| Q4 2022 | $403,473 | +5.6% | 1,668 | -4.3% | 0.24% | -1.7% |
| Q3 2022 | $382,000 | -3.3% | 1,743 | -0.3% | 0.24% | +17.6% |
| Q2 2022 | $395,000 | -15.4% | 1,748 | 0.0% | 0.20% | -3.8% |
| Q1 2022 | $467,000 | -6.2% | 1,748 | -0.6% | 0.21% | +8.2% |
| Q4 2021 | $498,000 | +7.8% | 1,758 | 0.0% | 0.20% | -1.0% |
| Q3 2021 | $462,000 | -9.2% | 1,758 | -7.1% | 0.20% | -12.4% |
| Q2 2021 | $509,000 | +2.0% | 1,893 | -1.3% | 0.23% | -8.9% |
| Q1 2021 | $499,000 | +13.2% | 1,918 | 0.0% | 0.25% | +1.2% |
| Q4 2020 | $441,000 | +14.2% | 1,918 | -7.9% | 0.24% | -5.8% |
| Q3 2020 | $386,000 | -87.7% | 2,083 | -88.2% | 0.26% | -91.8% |
| Q2 2020 | $3,137,000 | +31.6% | 17,640 | +6.5% | 3.15% | +21.7% |
| Q1 2020 | $2,383,000 | -33.9% | 16,567 | -5.4% | 2.59% | -18.7% |
| Q4 2019 | $3,603,000 | +12.4% | 17,507 | +5.5% | 3.19% | -0.7% |
| Q3 2019 | $3,205,000 | +6.0% | 16,587 | +6.6% | 3.21% | +0.9% |
| Q2 2019 | $3,023,000 | +2.3% | 15,560 | -0.2% | 3.18% | -0.3% |
| Q1 2019 | $2,954,000 | +11.5% | 15,595 | -2.3% | 3.18% | -3.2% |
| Q4 2018 | $2,650,000 | – | 15,960 | – | 3.29% | – |
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% |