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 | $3,962,449 | -0.7% | 15,891 | +4.1% | 0.46% | -1.7% |
Q2 2023 | $3,990,415 | +14.5% | 15,261 | +9.5% | 0.47% | +3.1% |
Q1 2023 | $3,485,482 | +12.9% | 13,933 | +9.2% | 0.46% | 0.0% |
Q4 2022 | $3,087,585 | +19.1% | 12,764 | +8.0% | 0.46% | +7.8% |
Q3 2022 | $2,592,000 | +7.5% | 11,821 | +10.9% | 0.42% | +6.8% |
Q2 2022 | $2,411,000 | -10.6% | 10,656 | +6.0% | 0.40% | -3.4% |
Q1 2022 | $2,697,000 | +0.5% | 10,051 | +6.0% | 0.41% | +1.5% |
Q4 2021 | $2,684,000 | +14.6% | 9,482 | +6.5% | 0.40% | +4.4% |
Q3 2021 | $2,342,000 | +3.4% | 8,903 | +5.6% | 0.39% | -1.5% |
Q2 2021 | $2,265,000 | +53.1% | 8,428 | +48.3% | 0.39% | +36.0% |
Q1 2021 | $1,479,000 | +8.9% | 5,683 | -3.8% | 0.29% | -0.3% |
Q4 2020 | $1,358,000 | -23.4% | 5,910 | -38.3% | 0.29% | -33.8% |
Q3 2020 | $1,774,000 | -0.3% | 9,575 | -4.3% | 0.44% | -18.7% |
Q2 2020 | $1,779,000 | +32.5% | 10,005 | +7.2% | 0.54% | -22.0% |
Q1 2020 | $1,343,000 | -82.3% | 9,333 | -74.6% | 0.69% | -79.6% |
Q4 2019 | $7,584,000 | +1.9% | 36,794 | -7.5% | 3.39% | -15.4% |
Q3 2019 | $7,445,000 | +2.7% | 39,796 | +6.7% | 4.01% | +1.9% |
Q2 2019 | $7,249,000 | +3.9% | 37,309 | +1.3% | 3.93% | -5.9% |
Q1 2019 | $6,975,000 | -25.1% | 36,829 | -34.4% | 4.18% | -38.2% |
Q4 2018 | $9,318,000 | -12.6% | 56,113 | +5.9% | 6.76% | +10.3% |
Q3 2018 | $10,662,000 | +11.7% | 52,971 | +8.1% | 6.13% | +9.4% |
Q2 2018 | $9,541,000 | +20.3% | 48,983 | +15.8% | 5.60% | +10.3% |
Q1 2018 | $7,931,000 | +16.2% | 42,282 | +17.6% | 5.08% | +9.7% |
Q4 2017 | $6,823,000 | -13.7% | 35,954 | -18.7% | 4.63% | +2.0% |
Q3 2017 | $7,907,000 | +48.2% | 44,199 | +44.1% | 4.54% | +33.0% |
Q2 2017 | $5,335,000 | +73.6% | 30,673 | +70.9% | 3.41% | +54.6% |
Q1 2017 | $3,073,000 | +783.0% | 17,950 | +753.1% | 2.21% | +677.5% |
Q4 2016 | $348,000 | – | 2,104 | – | 0.28% | – |
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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% |