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 | $52,057,298 | -4.6% | 208,772 | -0.0% | 0.14% | -4.2% |
| Q2 2023 | $54,590,000 | +4.4% | 208,773 | -0.1% | 0.14% | -7.7% |
| Q1 2023 | $52,267,000 | +3.4% | 208,934 | +0.0% | 0.16% | +18.3% |
| Q4 2022 | $50,532,000 | +10.3% | 208,904 | 0.0% | 0.13% | -10.3% |
| Q3 2022 | $45,804,000 | -3.1% | 208,904 | 0.0% | 0.15% | +29.2% |
| Q2 2022 | $47,260,000 | -15.7% | 208,904 | +0.0% | 0.11% | +18.9% |
| Q1 2022 | $56,041,000 | -5.3% | 208,842 | -0.1% | 0.10% | +14.5% |
| Q4 2021 | $59,198,000 | +8.8% | 209,122 | +1.1% | 0.08% | -13.5% |
| Q3 2021 | $54,430,000 | 0.0% | 206,903 | +2.2% | 0.10% | -4.0% |
| Q2 2021 | $54,430,000 | +0.0% | 202,545 | -3.1% | 0.10% | -6.5% |
| Q1 2021 | $54,424,000 | +26.5% | 209,098 | +11.7% | 0.11% | +17.6% |
| Q4 2020 | $43,028,000 | +21096.1% | 187,217 | +17364.3% | 0.09% | +9000.0% |
| Q1 2019 | $203,000 | -61.7% | 1,072 | -72.3% | 0.00% | -50.0% |
| Q3 2014 | $530,000 | -3.8% | 3,864 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $551,000 | -65.9% | 3,864 | -67.2% | 0.00% | -71.4% |
| Q1 2014 | $1,615,000 | +136.8% | 11,781 | +130.6% | 0.01% | +133.3% |
| Q4 2013 | $682,000 | +7.9% | 5,108 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $632,000 | – | 5,108 | – | 0.00% | – |
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% |