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 | $7,879,460 | -5.3% | 31,600 | -0.6% | 2.13% | -2.9% |
| Q2 2023 | $8,316,633 | +11.4% | 31,806 | +6.6% | 2.20% | +1.6% |
| Q1 2023 | $7,465,525 | +14.2% | 29,843 | +10.4% | 2.16% | +7.4% |
| Q4 2022 | $6,538,770 | +675.7% | 27,032 | +602.5% | 2.01% | +599.0% |
| Q3 2022 | $843,000 | -3.4% | 3,848 | -0.4% | 0.29% | -0.7% |
| Q2 2022 | $873,000 | -6.0% | 3,863 | +11.5% | 0.29% | +12.0% |
| Q1 2022 | $929,000 | +105.1% | 3,464 | +116.4% | 0.26% | +121.4% |
| Q4 2021 | $453,000 | +7.6% | 1,601 | 0.0% | 0.12% | +1.7% |
| Q3 2021 | $421,000 | -2.1% | 1,601 | 0.0% | 0.12% | -5.7% |
| Q2 2021 | $430,000 | +33.1% | 1,601 | +28.8% | 0.12% | +23.2% |
| Q1 2021 | $323,000 | +13.3% | 1,243 | 0.0% | 0.10% | +8.8% |
| Q4 2020 | $285,000 | +23.9% | 1,243 | 0.0% | 0.09% | +8.3% |
| Q3 2020 | $230,000 | +4.1% | 1,243 | 0.0% | 0.08% | -7.7% |
| Q2 2020 | $221,000 | +3.8% | 1,243 | -16.1% | 0.09% | -17.3% |
| Q1 2020 | $213,000 | -60.3% | 1,481 | -43.3% | 0.11% | -46.1% |
| Q4 2019 | $537,000 | – | 2,613 | – | 0.20% | – |
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% |