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 | $10,422,466 | -3.0% | 41,798 | +1.7% | 0.88% | -3.9% |
| Q2 2023 | $10,744,247 | +0.8% | 41,090 | -3.5% | 0.92% | -7.6% |
| Q1 2023 | $10,655,024 | +3.6% | 42,593 | +0.2% | 0.99% | -5.6% |
| Q4 2022 | $10,285,597 | -48.9% | 42,521 | -53.7% | 1.05% | -8.8% |
| Q3 2022 | $20,132,000 | -0.0% | 91,753 | +3.1% | 1.15% | -0.3% |
| Q2 2022 | $20,139,000 | -20.1% | 88,995 | -5.3% | 1.16% | -5.6% |
| Q1 2022 | $25,221,000 | +76.0% | 93,988 | +85.6% | 1.22% | -13.5% |
| Q4 2021 | $14,330,000 | +3.6% | 50,645 | -1.6% | 1.42% | -0.5% |
| Q2 2021 | $13,826,000 | +16.5% | 51,463 | +12.9% | 1.42% | -10.8% |
| Q1 2021 | $11,867,000 | +12.8% | 45,592 | -0.4% | 1.60% | +3.3% |
| Q4 2020 | $10,519,000 | +10.1% | 45,767 | -11.2% | 1.54% | -1.0% |
| Q3 2020 | $9,553,000 | +0.9% | 51,545 | -3.2% | 1.56% | -9.1% |
| Q2 2020 | $9,469,000 | +19.8% | 53,251 | -3.1% | 1.72% | -5.3% |
| Q1 2020 | $7,904,000 | -30.2% | 54,978 | -0.0% | 1.81% | +5.7% |
| Q4 2019 | $11,318,000 | +1.2% | 54,989 | -4.9% | 1.72% | -26.3% |
| Q3 2019 | $11,181,000 | -4.8% | 57,847 | -4.3% | 2.33% | +50.9% |
| Q2 2019 | $11,744,000 | +4.6% | 60,467 | +2.0% | 1.54% | -38.3% |
| Q1 2019 | $11,228,000 | +12.9% | 59,261 | -1.2% | 2.50% | -6.6% |
| Q4 2018 | $9,947,000 | – | 60,001 | – | 2.68% | – |
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% |