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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $738,973 | +3.4% | 2,954 | 0.0% | 0.49% | -2.0% |
| Q4 2022 | $714,543 | +9.9% | 2,954 | -0.3% | 0.50% | +10.5% |
| Q3 2022 | $650,000 | -1.7% | 2,964 | +1.4% | 0.46% | +4.6% |
| Q2 2022 | $661,000 | -15.1% | 2,924 | +0.7% | 0.44% | +2.1% |
| Q1 2022 | $779,000 | -5.2% | 2,904 | 0.0% | 0.43% | -2.7% |
| Q4 2021 | $822,000 | +7.6% | 2,904 | 0.0% | 0.44% | 0.0% |
| Q3 2021 | $764,000 | +38.4% | 2,904 | -2.6% | 0.44% | -4.8% |
| Q3 2020 | $552,000 | +4.2% | 2,981 | 0.0% | 0.46% | -3.6% |
| Q2 2020 | $530,000 | +23.5% | 2,981 | 0.0% | 0.48% | -3.0% |
| Q1 2020 | $429,000 | -26.9% | 2,981 | +4.6% | 0.49% | -4.6% |
| Q4 2019 | $587,000 | +6.5% | 2,851 | 0.0% | 0.52% | -0.6% |
| Q3 2019 | $551,000 | +0.2% | 2,851 | +0.7% | 0.52% | -1.1% |
| Q2 2019 | $550,000 | +20.1% | 2,831 | +24.4% | 0.53% | +11.4% |
| Q2 2018 | $458,000 | +8.8% | 2,275 | +1.3% | 0.47% | -15.1% |
| Q1 2018 | $421,000 | +17.3% | 2,245 | +18.8% | 0.56% | +182.2% |
| Q4 2017 | $359,000 | – | 1,890 | – | 0.20% | – |
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% |