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 | $76,226,793 | -5.2% | 305,702 | -0.6% | 2.60% | -1.2% |
| Q2 2023 | $80,395,687 | -2.7% | 307,464 | -6.9% | 2.63% | -6.1% |
| Q1 2023 | $82,623,345 | +117528.4% | 330,282 | +13.7% | 2.80% | +10.7% |
| Q4 2022 | $70,241 | -99.9% | 290,387 | +4.1% | 2.53% | +6.5% |
| Q3 2022 | $61,163,000 | -3.3% | 278,948 | -0.3% | 2.37% | +3.4% |
| Q2 2022 | $63,267,000 | -14.3% | 279,655 | +1.7% | 2.30% | +0.2% |
| Q1 2022 | $73,813,000 | -0.1% | 275,072 | +5.4% | 2.29% | +5.5% |
| Q4 2021 | $73,866,000 | +43.6% | 260,936 | +33.4% | 2.17% | +3.0% |
| Q3 2021 | $51,442,000 | +1.4% | 195,543 | +3.5% | 2.11% | +0.1% |
| Q2 2021 | $50,753,000 | +4.2% | 188,862 | +0.9% | 2.10% | -0.2% |
| Q1 2021 | $48,723,000 | +8.0% | 187,192 | -4.6% | 2.11% | +2.2% |
| Q4 2020 | $45,110,000 | +28.3% | 196,278 | +3.5% | 2.06% | +14.5% |
| Q3 2020 | $35,159,000 | +4.0% | 189,731 | -0.2% | 1.80% | +1.1% |
| Q2 2020 | $33,816,000 | +30.6% | 190,175 | +5.7% | 1.78% | +13.2% |
| Q1 2020 | $25,891,000 | -28.1% | 179,971 | +2.8% | 1.57% | -8.8% |
| Q4 2019 | $36,029,000 | +9.6% | 175,053 | +2.9% | 1.73% | +1.8% |
| Q3 2019 | $32,861,000 | +1.1% | 170,063 | +1.7% | 1.70% | -2.3% |
| Q2 2019 | $32,493,000 | -0.5% | 167,268 | -3.0% | 1.74% | -1.0% |
| Q1 2019 | $32,664,000 | +15.8% | 172,456 | +1.5% | 1.75% | +3.6% |
| Q4 2018 | $28,218,000 | -19.4% | 169,927 | -2.3% | 1.69% | -7.4% |
| Q3 2018 | $35,014,000 | +2.1% | 173,946 | -1.2% | 1.83% | -58.0% |
| Q2 2018 | $34,299,000 | +3.7% | 176,089 | -0.2% | 4.35% | +2.5% |
| Q1 2018 | $33,080,000 | -1.6% | 176,360 | -0.5% | 4.25% | -0.3% |
| Q4 2017 | $33,631,000 | +10.3% | 177,211 | +4.0% | 4.26% | +6.0% |
| Q3 2017 | $30,478,000 | +8.1% | 170,362 | +5.2% | 4.02% | 0.0% |
| Q2 2017 | $28,182,000 | +22.6% | 162,011 | +20.7% | 4.02% | +17.4% |
| Q1 2017 | $22,983,000 | +18.7% | 134,235 | +14.6% | 3.42% | +8.6% |
| Q4 2016 | $19,369,000 | +19.9% | 117,144 | +12.2% | 3.15% | +14.5% |
| Q3 2016 | $16,153,000 | +16.4% | 104,405 | +12.4% | 2.75% | +14.6% |
| Q2 2016 | $13,879,000 | +2791.5% | 92,900 | +2689.0% | 2.40% | +2831.7% |
| Q1 2016 | $480,000 | +56.4% | 3,331 | +51.0% | 0.08% | +57.7% |
| Q4 2015 | $307,000 | +2.0% | 2,206 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $301,000 | -75.2% | 2,206 | -72.8% | 0.05% | -73.2% |
| Q2 2015 | $1,215,000 | -85.0% | 8,102 | -84.8% | 0.19% | -85.2% |
| Q1 2015 | $8,099,000 | +2.4% | 53,294 | -2.5% | 1.31% | +1.1% |
| Q4 2014 | $7,912,000 | +5.5% | 54,644 | -0.4% | 1.29% | +2.7% |
| Q3 2014 | $7,500,000 | -6.2% | 54,848 | -1.8% | 1.26% | -5.7% |
| Q2 2014 | $7,994,000 | -29.1% | 55,870 | -31.8% | 1.34% | -32.3% |
| Q1 2014 | $11,270,000 | -5.3% | 81,980 | -7.8% | 1.97% | -7.0% |
| Q4 2013 | $11,896,000 | +6.6% | 88,900 | -1.1% | 2.12% | -5.3% |
| Q3 2013 | $11,156,000 | +7.4% | 89,868 | -0.1% | 2.24% | +4.4% |
| Q2 2013 | $10,391,000 | – | 89,971 | – | 2.14% | – |
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% |