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 2022 | $218,000 | -39.8% | 992 | -38.0% | 0.01% | -38.1% |
| Q2 2022 | $362,000 | -56.3% | 1,599 | -48.2% | 0.02% | -47.5% |
| Q1 2022 | $829,000 | -17.5% | 3,089 | -13.0% | 0.04% | -60.4% |
| Q4 2021 | $1,005,000 | +19.5% | 3,550 | +11.1% | 0.10% | +129.5% |
| Q3 2021 | $841,000 | -1.2% | 3,195 | +0.9% | 0.04% | +10.0% |
| Q2 2021 | $851,000 | +26.6% | 3,167 | +22.8% | 0.04% | +17.6% |
| Q1 2021 | $672,000 | +45.5% | 2,580 | +28.3% | 0.03% | -66.7% |
| Q4 2020 | $462,000 | +65.6% | 2,011 | +33.8% | 0.10% | +466.7% |
| Q3 2020 | $279,000 | -14.9% | 1,503 | -18.4% | 0.02% | -14.3% |
| Q2 2020 | $328,000 | -27.6% | 1,843 | -41.4% | 0.02% | -40.0% |
| Q1 2020 | $453,000 | +28.0% | 3,147 | +82.8% | 0.04% | +59.1% |
| Q4 2019 | $354,000 | +4.4% | 1,722 | -1.8% | 0.02% | -4.3% |
| Q3 2019 | $339,000 | +16.1% | 1,753 | +16.6% | 0.02% | +15.0% |
| Q2 2019 | $292,000 | +2.5% | 1,503 | 0.0% | 0.02% | -13.0% |
| Q1 2019 | $285,000 | +14.0% | 1,503 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $250,000 | -17.5% | 1,503 | 0.0% | 0.02% | -4.3% |
| Q3 2018 | $303,000 | -99.9% | 1,503 | -15.8% | 0.02% | -23.3% |
| Q2 2018 | $347,682,000 | +150411.7% | 1,785 | +37.9% | 0.03% | +20.0% |
| Q3 2017 | $231,000 | +40.0% | 1,294 | +36.2% | 0.02% | +56.2% |
| Q2 2017 | $165,000 | +150.0% | 950 | +145.5% | 0.02% | +166.7% |
| Q1 2017 | $66,000 | – | 387 | – | 0.01% | – |
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% |