ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595 | -4.6% | 2,385 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $624 | +4.5% | 2,385 | 0.0% | 0.05% | -1.8% |
| Q1 2023 | $597 | +3.5% | 2,385 | 0.0% | 0.06% | +1.9% |
| Q4 2022 | $577 | -99.9% | 2,385 | 0.0% | 0.05% | -1.8% |
| Q3 2022 | $523,000 | -3.1% | 2,385 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $540,000 | -20.6% | 2,385 | -5.9% | 0.06% | -5.2% |
| Q1 2022 | $680,000 | +13.0% | 2,535 | +19.2% | 0.06% | +11.5% |
| Q4 2021 | $602,000 | +7.5% | 2,127 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $560,000 | +14.1% | 2,127 | +16.4% | 0.05% | +18.2% |
| Q2 2021 | $491,000 | +3.2% | 1,827 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $476,000 | +13.3% | 1,827 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $420,000 | +23.9% | 1,827 | 0.0% | 0.04% | +12.5% |
| Q3 2020 | $339,000 | +4.3% | 1,827 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $325,000 | +21.3% | 1,827 | -2.0% | 0.04% | +7.9% |
| Q1 2020 | $268,000 | -28.7% | 1,864 | +2.0% | 0.04% | -2.6% |
| Q4 2019 | $376,000 | +6.5% | 1,827 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $353,000 | -0.6% | 1,827 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $355,000 | +2.6% | 1,827 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $346,000 | +14.2% | 1,827 | 0.0% | 0.04% | +5.6% |
| Q4 2018 | $303,000 | -9.6% | 1,827 | +9.7% | 0.04% | +9.1% |
| Q3 2018 | $335,000 | +3.4% | 1,665 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $324,000 | -21.4% | 1,665 | -24.1% | 0.03% | -20.9% |
| Q1 2018 | $412,000 | -1.2% | 2,195 | 0.0% | 0.04% | +2.4% |
| Q4 2017 | $417,000 | +53.3% | 2,195 | +44.6% | 0.04% | +44.8% |
| Q3 2017 | $272,000 | +3.0% | 1,518 | 0.0% | 0.03% | -3.3% |
| Q2 2017 | $264,000 | -0.4% | 1,518 | -1.8% | 0.03% | 0.0% |
| Q1 2017 | $265,000 | +5.6% | 1,546 | +1.8% | 0.03% | 0.0% |
| Q4 2016 | $251,000 | +6.8% | 1,518 | 0.0% | 0.03% | +3.4% |
| Q3 2016 | $235,000 | +3.5% | 1,518 | 0.0% | 0.03% | +7.4% |
| Q2 2016 | $227,000 | +1.3% | 1,518 | 0.0% | 0.03% | -3.6% |
| Q1 2016 | $224,000 | +6.2% | 1,518 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $211,000 | – | 1,518 | – | 0.03% | – |
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% |