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 | $2,257,767 | +18.5% | 9,054 | +24.3% | 0.01% | +20.0% |
| Q2 2023 | $1,904,978 | -25.4% | 7,284 | -28.7% | 0.01% | -37.5% |
| Q1 2023 | $2,555,060 | -39.8% | 10,213 | -41.8% | 0.01% | -38.5% |
| Q4 2022 | $4,247,420 | +117.3% | 17,555 | +97.0% | 0.01% | +116.7% |
| Q3 2022 | $1,955,000 | -49.2% | 8,910 | -47.6% | 0.01% | -50.0% |
| Q2 2022 | $3,845,000 | +155.5% | 16,995 | +203.0% | 0.01% | +200.0% |
| Q1 2022 | $1,505,000 | -75.0% | 5,609 | -73.7% | 0.00% | -71.4% |
| Q4 2021 | $6,031,000 | +883.8% | 21,305 | +814.8% | 0.01% | +1300.0% |
| Q3 2021 | $613,000 | +34.1% | 2,329 | +37.1% | 0.00% | 0.0% |
| Q2 2021 | $457,000 | -23.1% | 1,699 | -25.6% | 0.00% | -50.0% |
| Q1 2021 | $594,000 | +28.0% | 2,284 | +13.1% | 0.00% | +100.0% |
| Q4 2020 | $464,000 | +73.8% | 2,020 | +40.1% | 0.00% | 0.0% |
| Q3 2020 | $267,000 | +1.9% | 1,442 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $262,000 | -85.2% | 1,475 | -88.0% | 0.00% | -90.0% |
| Q1 2020 | $1,772,000 | +95.2% | 12,317 | +179.2% | 0.01% | +150.0% |
| Q4 2019 | $908,000 | +90.0% | 4,411 | +78.4% | 0.00% | +100.0% |
| Q3 2019 | $478,000 | +449.4% | 2,472 | +450.6% | 0.00% | – |
| Q2 2019 | $87,000 | -98.2% | 449 | -98.5% | 0.00% | -100.0% |
| Q4 2018 | $4,876,000 | – | 29,364 | – | 0.03% | – |
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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% |