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 | $767,530 | -4.6% | 3,078 | 0.0% | 0.59% | 0.0% |
Q2 2023 | $804,867 | +4.3% | 3,078 | -0.2% | 0.59% | -4.3% |
Q1 2023 | $771,524 | +3.4% | 3,084 | 0.0% | 0.62% | -1.9% |
Q4 2022 | $746,018 | +10.4% | 3,084 | 0.0% | 0.63% | -8.9% |
Q3 2022 | $676,000 | -3.2% | 3,084 | 0.0% | 0.70% | +2.2% |
Q2 2022 | $698,000 | -15.7% | 3,084 | 0.0% | 0.68% | -3.5% |
Q1 2022 | $828,000 | -43.9% | 3,084 | -40.8% | 0.70% | -31.2% |
Q4 2021 | $1,476,000 | +7.7% | 5,213 | +0.1% | 1.02% | +6.5% |
Q3 2021 | $1,370,000 | -1.9% | 5,206 | +0.2% | 0.96% | -2.6% |
Q2 2021 | $1,397,000 | +3.3% | 5,198 | +0.1% | 0.99% | -4.4% |
Q1 2021 | $1,352,000 | +8.2% | 5,193 | -4.5% | 1.03% | -7.1% |
Q4 2020 | $1,250,000 | +24.1% | 5,438 | +0.1% | 1.11% | +9.1% |
Q3 2020 | $1,007,000 | +4.5% | 5,432 | +0.2% | 1.02% | -3.3% |
Q2 2020 | $964,000 | -77.3% | 5,423 | -81.6% | 1.06% | -79.7% |
Q1 2020 | $4,249,000 | -11.6% | 29,534 | +26.4% | 5.19% | +4.0% |
Q4 2019 | $4,809,000 | – | 23,363 | – | 4.99% | – |
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% |