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 | $13,867,102 | -6.2% | 55,613 | -1.6% | 0.80% | -2.3% |
| Q2 2023 | $14,782,249 | +4.5% | 56,533 | -0.0% | 0.82% | -2.0% |
| Q1 2023 | $14,147,298 | +9.7% | 56,553 | +6.1% | 0.83% | +3.7% |
| Q4 2022 | $12,897,575 | +18.3% | 53,320 | +7.2% | 0.80% | +7.5% |
| Q3 2022 | $10,902,000 | +2389.0% | 49,724 | +2467.1% | 0.75% | +2472.4% |
| Q2 2022 | $438,000 | +50.0% | 1,937 | +77.7% | 0.03% | +81.2% |
| Q1 2022 | $292,000 | -5.5% | 1,090 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $309,000 | +32.1% | 1,090 | +22.5% | 0.02% | +23.1% |
| Q3 2021 | $234,000 | – | 890 | – | 0.01% | – |
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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% |