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 | $26,599,547 | -2.2% | 106,190 | +2.1% | 2.84% | -4.0% |
| Q2 2023 | $27,185,010 | -4.1% | 103,966 | -8.2% | 2.96% | -8.1% |
| Q1 2023 | $28,342,327 | +7.7% | 113,297 | +4.1% | 3.22% | -2.0% |
| Q4 2022 | $26,319,786 | +13.6% | 108,809 | +3.0% | 3.28% | -6.8% |
| Q3 2022 | $23,166,000 | +0.6% | 105,654 | +3.8% | 3.52% | -2.1% |
| Q2 2022 | $23,030,000 | -22.9% | 101,798 | -7.9% | 3.60% | -18.8% |
| Q1 2022 | $29,866,000 | -8.8% | 110,581 | -4.4% | 4.43% | -10.1% |
| Q4 2021 | $32,735,000 | +12.3% | 115,638 | +4.3% | 4.92% | -2.9% |
| Q3 2021 | $29,153,000 | +0.9% | 110,820 | +3.1% | 5.07% | -9.2% |
| Q2 2021 | $28,889,000 | +9.3% | 107,502 | +5.9% | 5.58% | +2.8% |
| Q1 2021 | $26,428,000 | +18.4% | 101,537 | +4.5% | 5.44% | +2.8% |
| Q4 2020 | $22,327,000 | +32.3% | 97,148 | +6.7% | 5.29% | +9.9% |
| Q3 2020 | $16,871,000 | +12.3% | 91,045 | +7.7% | 4.81% | +10.2% |
| Q2 2020 | $15,029,000 | +118.1% | 84,517 | +76.4% | 4.36% | +73.7% |
| Q1 2020 | $6,892,000 | -15.2% | 47,908 | +21.3% | 2.51% | -2.0% |
| Q4 2019 | $8,129,000 | – | 39,495 | – | 2.56% | – |
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% |