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 | $3,040,325 | -0.5% | 12,193 | +4.3% | 0.00% | 0.0% |
| Q2 2023 | $3,056,963 | +4.5% | 11,691 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,924,620 | +1.7% | 11,691 | -1.7% | 0.00% | 0.0% |
| Q4 2022 | $2,876,313 | +3.1% | 11,891 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $2,791,000 | -3.2% | 12,726 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $2,883,000 | -15.9% | 12,742 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $3,427,000 | -5.2% | 12,771 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,614,000 | +7.6% | 12,771 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,360,000 | -47.6% | 12,771 | -46.5% | 0.00% | -33.3% |
| Q2 2021 | $6,411,000 | +84.1% | 23,855 | +78.3% | 0.00% | +50.0% |
| Q1 2021 | $3,483,000 | +4.8% | 13,381 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $3,325,000 | +29.8% | 14,466 | +4.6% | 0.00% | 0.0% |
| Q3 2020 | $2,562,000 | -7.2% | 13,829 | -10.9% | 0.00% | 0.0% |
| Q2 2020 | $2,761,000 | -13.3% | 15,525 | -29.9% | 0.00% | -33.3% |
| Q1 2020 | $3,186,000 | -24.1% | 22,143 | +8.5% | 0.00% | 0.0% |
| Q4 2019 | $4,198,000 | +6.5% | 20,408 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,941,000 | +60.6% | 20,408 | +61.5% | 0.00% | +200.0% |
| Q2 2019 | $2,454,000 | +3.8% | 12,638 | +1.1% | 0.00% | 0.0% |
| Q1 2019 | $2,365,000 | -84.4% | 12,498 | -86.3% | 0.00% | -90.9% |
| Q4 2018 | $15,196,000 | +15.4% | 91,523 | +39.9% | 0.01% | +175.0% |
| Q3 2018 | $13,168,000 | +310.0% | 65,419 | +296.7% | 0.00% | +300.0% |
| Q2 2018 | $3,212,000 | +24.3% | 16,491 | +19.6% | 0.00% | 0.0% |
| Q1 2018 | $2,585,000 | -98.7% | 13,789 | -99.0% | 0.00% | -99.2% |
| Q4 2014 | $197,011,000 | +89.9% | 1,360,599 | +79.4% | 0.12% | +90.6% |
| Q3 2014 | $103,723,000 | -5.2% | 758,558 | -0.8% | 0.06% | -13.5% |
| Q2 2014 | $109,445,000 | +5.2% | 764,934 | +1.1% | 0.07% | 0.0% |
| Q1 2014 | $103,988,000 | +3.0% | 756,458 | +0.3% | 0.07% | +1.4% |
| Q4 2013 | $100,937,000 | +2.2% | 754,346 | -5.2% | 0.07% | 0.0% |
| Q3 2013 | $98,737,000 | – | 795,381 | – | 0.07% | – |
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% |