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 | $1,976,347 | -4.6% | 7,926 | 0.0% | 0.46% | +0.4% |
| Q2 2023 | $2,072,490 | +5.1% | 7,926 | +0.6% | 0.46% | +1.8% |
| Q1 2023 | $1,971,512 | +3.4% | 7,881 | 0.0% | 0.45% | +4.1% |
| Q4 2022 | $1,906,336 | +12.9% | 7,881 | +2.3% | 0.44% | +5.8% |
| Q3 2022 | $1,689,000 | -22.3% | 7,704 | -19.8% | 0.41% | +33.3% |
| Q2 2022 | $2,173,000 | -16.3% | 9,603 | -0.7% | 0.31% | -1.3% |
| Q1 2022 | $2,595,000 | -5.3% | 9,670 | -0.1% | 0.31% | -6.8% |
| Q4 2021 | $2,739,000 | +7.6% | 9,677 | 0.0% | 0.34% | -0.9% |
| Q3 2021 | $2,546,000 | -9.9% | 9,677 | -8.0% | 0.34% | -8.9% |
| Q2 2021 | $2,827,000 | +3.0% | 10,519 | -0.2% | 0.37% | -3.4% |
| Q1 2021 | $2,744,000 | +13.2% | 10,543 | +0.0% | 0.38% | +7.8% |
| Q4 2020 | $2,423,000 | +24.0% | 10,542 | 0.0% | 0.36% | +7.5% |
| Q3 2020 | $1,954,000 | -0.3% | 10,542 | -4.4% | 0.33% | -4.0% |
| Q2 2020 | $1,960,000 | +79.0% | 11,025 | +44.9% | 0.35% | +53.1% |
| Q1 2020 | $1,095,000 | -36.3% | 7,611 | -8.9% | 0.23% | -20.4% |
| Q4 2019 | $1,720,000 | +6.4% | 8,354 | -0.1% | 0.28% | +6.8% |
| Q3 2019 | $1,616,000 | -2.6% | 8,363 | -2.1% | 0.27% | -3.3% |
| Q2 2019 | $1,659,000 | +1.6% | 8,540 | -0.9% | 0.28% | -2.5% |
| Q1 2019 | $1,633,000 | +8.9% | 8,617 | -4.5% | 0.28% | -2.1% |
| Q4 2018 | $1,499,000 | +12.7% | 9,025 | +36.6% | 0.29% | +29.1% |
| Q3 2018 | $1,330,000 | +2.9% | 6,608 | -0.4% | 0.22% | -0.4% |
| Q2 2018 | $1,293,000 | -18.7% | 6,635 | -21.8% | 0.22% | -19.7% |
| Q1 2018 | $1,591,000 | -92.5% | 8,482 | -92.4% | 0.28% | -91.9% |
| Q4 2017 | $21,208,000 | -24.2% | 111,748 | -28.5% | 3.46% | -26.0% |
| Q3 2017 | $27,968,000 | +0.2% | 156,335 | -2.6% | 4.67% | +1.0% |
| Q2 2017 | $27,912,000 | +1.9% | 160,462 | +0.3% | 4.63% | +0.9% |
| Q1 2017 | $27,394,000 | +3.2% | 159,994 | -0.4% | 4.58% | -3.0% |
| Q4 2016 | $26,556,000 | +8.6% | 160,614 | +1.6% | 4.73% | +3.9% |
| Q3 2016 | $24,456,000 | +3.0% | 158,075 | -0.6% | 4.55% | +2.0% |
| Q2 2016 | $23,751,000 | +7.3% | 158,984 | +3.5% | 4.46% | +7.3% |
| Q1 2016 | $22,142,000 | +11.9% | 153,568 | +8.2% | 4.15% | +8.2% |
| Q4 2015 | $19,779,000 | +10.0% | 141,969 | +7.9% | 3.84% | +13.4% |
| Q3 2015 | $17,973,000 | -0.5% | 131,566 | +9.2% | 3.38% | +7.3% |
| Q2 2015 | $18,069,000 | +19.2% | 120,475 | +20.8% | 3.16% | +18.4% |
| Q1 2015 | $15,158,000 | +26.7% | 99,732 | +20.7% | 2.66% | +22.9% |
| Q4 2014 | $11,960,000 | +13.7% | 82,597 | +7.4% | 2.17% | +7.0% |
| Q3 2014 | $10,521,000 | +3.8% | 76,939 | +8.7% | 2.03% | +4.3% |
| Q2 2014 | $10,131,000 | +13.7% | 70,809 | +9.2% | 1.94% | +12.8% |
| Q1 2014 | $8,912,000 | +29.7% | 64,828 | +26.2% | 1.72% | +24.3% |
| Q4 2013 | $6,873,000 | +23.3% | 51,363 | +14.4% | 1.38% | +15.9% |
| Q3 2013 | $5,573,000 | +45.4% | 44,889 | +35.2% | 1.20% | +39.9% |
| Q2 2013 | $3,834,000 | +77.7% | 33,194 | +77.0% | 0.85% | +77.9% |
| Q1 2013 | $2,158,000 | +228.0% | 18,757 | +189.7% | 0.48% | +187.4% |
| Q4 2012 | $658,000 | – | 6,474 | – | 0.17% | – |
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% |