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 | $6,995,268 | +111006.5% | 28,054 | +16.5% | 0.30% | +15.1% |
| Q2 2023 | $6,296 | +7.2% | 24,079 | +2.6% | 0.26% | +4.3% |
| Q1 2023 | $5,871 | -2.9% | 23,467 | -6.1% | 0.25% | -5.9% |
| Q4 2022 | $6,047 | -99.9% | 24,998 | -3.1% | 0.27% | -29.3% |
| Q3 2022 | $5,653,000 | -4.1% | 25,785 | -1.1% | 0.38% | +46.9% |
| Q2 2022 | $5,897,000 | -17.4% | 26,067 | -2.0% | 0.26% | -3.7% |
| Q1 2022 | $7,138,000 | -5.3% | 26,600 | -0.1% | 0.27% | -0.4% |
| Q4 2021 | $7,536,000 | +6.2% | 26,623 | -1.3% | 0.27% | -0.4% |
| Q3 2021 | $7,093,000 | -1.4% | 26,965 | +0.8% | 0.27% | +1.5% |
| Q2 2021 | $7,192,000 | +53.6% | 26,762 | +48.8% | 0.27% | +44.9% |
| Q1 2021 | $4,681,000 | +38.8% | 17,985 | -1.2% | 0.18% | +18.6% |
| Q3 2020 | $3,373,000 | +7.2% | 18,199 | +2.8% | 0.16% | +0.6% |
| Q2 2020 | $3,147,000 | +24.5% | 17,697 | +0.7% | 0.16% | +5.4% |
| Q1 2020 | $2,528,000 | -21.3% | 17,577 | +12.6% | 0.15% | 0.0% |
| Q4 2019 | $3,214,000 | +7.8% | 15,616 | +1.2% | 0.15% | -0.7% |
| Q3 2019 | $2,982,000 | +2.2% | 15,430 | +2.7% | 0.15% | +4.2% |
| Q2 2019 | $2,919,000 | +3.4% | 15,025 | +0.8% | 0.14% | +0.7% |
| Q1 2019 | $2,824,000 | +29.3% | 14,910 | +13.4% | 0.14% | +8.5% |
| Q4 2018 | $2,184,000 | -6.7% | 13,148 | +13.1% | 0.13% | +13.0% |
| Q3 2018 | $2,340,000 | +3.9% | 11,624 | +0.5% | 0.12% | -1.7% |
| Q2 2018 | $2,253,000 | +9.8% | 11,566 | +5.7% | 0.12% | +11.4% |
| Q1 2018 | $2,052,000 | +4.0% | 10,941 | +5.3% | 0.10% | -21.6% |
| Q4 2017 | $1,973,000 | +4.7% | 10,393 | -1.3% | 0.13% | +36.7% |
| Q3 2017 | $1,884,000 | -0.3% | 10,530 | -3.1% | 0.10% | -4.9% |
| Q2 2017 | $1,890,000 | +5.9% | 10,866 | +4.3% | 0.10% | +4.0% |
| Q1 2017 | $1,784,000 | -8.0% | 10,420 | -11.2% | 0.10% | -10.8% |
| Q4 2016 | $1,939,000 | +9.5% | 11,729 | +2.4% | 0.11% | +5.7% |
| Q3 2016 | $1,771,000 | +4.4% | 11,449 | +0.8% | 0.10% | +4.0% |
| Q2 2016 | $1,697,000 | +0.3% | 11,358 | -3.2% | 0.10% | +1.0% |
| Q1 2016 | $1,692,000 | +42.3% | 11,736 | +37.5% | 0.10% | +42.9% |
| Q4 2015 | $1,189,000 | +2.5% | 8,535 | +0.5% | 0.07% | 0.0% |
| Q3 2015 | $1,160,000 | +112.5% | 8,489 | +133.1% | 0.07% | +133.3% |
| Q2 2015 | $546,000 | +40.7% | 3,642 | +42.7% | 0.03% | +42.9% |
| Q1 2015 | $388,000 | -4.0% | 2,553 | -8.4% | 0.02% | -4.5% |
| Q4 2014 | $404,000 | +56.0% | 2,787 | +47.1% | 0.02% | +46.7% |
| Q3 2014 | $259,000 | +12.1% | 1,895 | +17.4% | 0.02% | +15.4% |
| Q2 2014 | $231,000 | +4.5% | 1,614 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $221,000 | – | 1,614 | – | 0.01% | – |
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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% |