ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,086 | -0.9% | 1,830 | +4.4% | 0.08% | 0.0% |
| Q2 2023 | $458,432 | +6.8% | 1,753 | +2.2% | 0.08% | -3.6% |
| Q1 2023 | $429,298 | +4.7% | 1,716 | +1.2% | 0.08% | -3.4% |
| Q4 2022 | $409,985 | +31.4% | 1,695 | +18.9% | 0.09% | +17.6% |
| Q3 2022 | $312,000 | -3.1% | 1,425 | +0.1% | 0.07% | -3.9% |
| Q2 2022 | $322,000 | -21.7% | 1,424 | -7.1% | 0.08% | -6.1% |
| Q1 2022 | $411,000 | -5.5% | 1,533 | 0.0% | 0.08% | -5.7% |
| Q4 2021 | $435,000 | +7.4% | 1,533 | -0.5% | 0.09% | -30.4% |
| Q3 2021 | $405,000 | -7.3% | 1,540 | -5.3% | 0.12% | -3.1% |
| Q2 2021 | $437,000 | +1.9% | 1,627 | -0.8% | 0.13% | -17.8% |
| Q1 2021 | $429,000 | +13.2% | 1,640 | -0.8% | 0.16% | +5.4% |
| Q4 2020 | $379,000 | +22.7% | 1,653 | -0.8% | 0.15% | -8.0% |
| Q3 2020 | $309,000 | +4.4% | 1,667 | +0.1% | 0.16% | -21.4% |
| Q2 2020 | $296,000 | -1.0% | 1,666 | -20.0% | 0.21% | -30.4% |
| Q1 2020 | $299,000 | -36.0% | 2,083 | -8.2% | 0.30% | -24.5% |
| Q4 2019 | $467,000 | – | 2,268 | – | 0.39% | – |
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% |