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 2022 | $381,000 | -15.7% | 1,683 | 0.0% | 0.08% | +6.7% |
| Q1 2022 | $452,000 | -5.0% | 1,683 | 0.0% | 0.08% | -1.3% |
| Q4 2021 | $476,000 | +7.4% | 1,683 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $443,000 | -20.3% | 1,683 | -18.6% | 0.08% | -19.8% |
| Q2 2021 | $556,000 | -20.1% | 2,068 | -22.6% | 0.10% | -24.4% |
| Q1 2021 | $696,000 | +10.8% | 2,673 | -2.2% | 0.13% | +11.4% |
| Q4 2020 | $628,000 | +24.1% | 2,733 | 0.0% | 0.11% | +6.5% |
| Q3 2020 | $506,000 | +4.1% | 2,733 | 0.0% | 0.11% | -26.2% |
| Q2 2020 | $486,000 | -10.3% | 2,733 | -27.5% | 0.14% | -29.3% |
| Q1 2020 | $542,000 | -30.2% | 3,771 | 0.0% | 0.20% | -8.9% |
| Q4 2019 | $776,000 | +2.9% | 3,771 | -3.3% | 0.22% | -5.1% |
| Q3 2019 | $754,000 | +54.2% | 3,901 | +54.9% | 0.24% | +57.0% |
| Q2 2019 | $489,000 | +2.5% | 2,518 | 0.0% | 0.15% | +7.9% |
| Q1 2019 | $477,000 | +51.4% | 2,518 | +15.1% | 0.14% | +19.7% |
| Q1 2016 | $315,000 | -53.7% | 2,188 | -55.2% | 0.12% | -53.8% |
| Q4 2015 | $680,000 | – | 4,883 | – | 0.25% | – |
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% |